Interact to see
Advertisement
Advertisement
OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$32.81
Change-$2.16 (-6.18%)
VolumeN/A
Net Assets58.28M
American Funds SMALLCAP World F3
Price$78.60
Change+$1.45 (+1.88%)
VolumeN/A
Net Assets82.43B
OBGIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SFCWX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OBGIX is a Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.4B vs. OBGIX (58.3M). SFCWX pays higher dividends than OBGIX: SFCWX (1.00) vs OBGIX (0.00). OBGIX was incepted earlier than SFCWX: OBGIX (9 years) vs SFCWX (9 years). OBGIX (1.23) is less costly to investors than SFCWX (0.65). OBGIX is a more actively managed with annual turnover of: 103.00 vs. SFCWX (41.00). OBGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 13.84 vs. OBGIX (6.11). SFCWX return over 5 years is better than : -5.67 vs. OBGIX (-20.13).
| OBGIX | SFCWX | OBGIX / SFCWX | |
| Total Expense Ratio | 1.23 | 0.65 | 189% |
| Annual Report Gross Expense Ratio | 1.23 | 0.65 | 189% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 1.328 | 4.814 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 6.11 | 13.84 | 44% |
| Returns for 3 years | 15.45 | 25.94 | 60% |
| Returns for 5 years | -20.13 | -5.67 | 355% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| COLO | 42.12 | 0.16 | +0.38% |
| Global X MSCI Colombia ETF | |||
| BUI | 27.63 | 0.03 | +0.11% |
| BlackRock Utilities Infrastructure & Power Opportunities Trust | |||
| GGM | 27.80 | N/A | N/A |
| GGM Macro Alignment ETF | |||
| SHYG | 42.80 | -0.08 | -0.19% |
| iShares 0-5 Year High Yield Corp Bd ETF | |||
| HTUS | 39.92 | -0.29 | -0.73% |
| Hull Tactical US ETF | |||