Interact to see
Advertisement
Advertisement
OBGIX vs SFCWX
OBGIX vs SFCWX Comparison
Open Charts OBGIX vs SFCWX
Oberweis Global Opportunities Instl
Price$35.68
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets57.84M
American Funds SMALLCAP World F3
Price$77.32
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.6B
OBGIX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SFCWX commentary
Nov 14, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.6B vs. OBGIX (57.8M). SFCWX pays higher dividends than OBGIX: SFCWX (0.90) 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 (32.00). OBGIX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. OBGIX annual gain was more profitable for investors over the last year : 11.64 vs. SFCWX (7.88). SFCWX (9.26) and OBGIX (9.18) have equivalent 5 years return.
| 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 | 17.523 | 12.305 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 81.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 11.64 | 7.88 | 148% |
| Returns for 3 years | 35.31 | 32.00 | 110% |
| Returns for 5 years | 9.18 | 9.26 | 99% |
| 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 % |
| EFFE | 24.67 | 0.83 | +3.49% |
| Harbor Osmosis Emerging Markets Resource Efficient ETF | |||
| BOAT | 32.62 | 0.15 | +0.46% |
| SonicShares™ Global Shipping ETF | |||
| IJH | 65.56 | 0.23 | +0.35% |
| iShares Core S&P Mid-Cap ETF | |||
| CHY | 11.68 | -0.01 | -0.09% |
| Calamos Convertible and High Income Fund | |||
| MISL | 41.54 | -0.29 | -0.68% |
| First Trust Indxx Aerspc & Defns ETF | |||