Interact to see
Advertisement
Advertisement
OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$33.22
Change+$0.29 (+0.88%)
VolumeN/A
Net Assets62.64M
American Funds SMALLCAP World A
Price$73.15
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets79.12B
OBGIX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBGIX vs. SMCWX commentary
Jul 07, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 79.1B vs. OBGIX (62.6M). SMCWX pays higher dividends than OBGIX: SMCWX (0.59) vs OBGIX (0.00). OBGIX was incepted earlier than SMCWX: OBGIX (8 years) vs SMCWX (35 years). OBGIX (1.23) is less costly to investors than SMCWX (1.04). OBGIX is a more actively managed with annual turnover of: 103.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than OBGIX: SMCWX (250) vs OBGIX (1000000). OBGIX annual gain was more profitable for investors over the last year : 13.96 vs. SMCWX (10.36). SMCWX return over 5 years is better than : 21.62 vs. OBGIX (15.11).
| OBGIX | SMCWX | OBGIX / SMCWX | |
| Total Expense Ratio | 1.23 | 1.04 | 118% |
| Annual Report Gross Expense Ratio | 1.23 | 1.04 | 118% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 9.420 | 8.584 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | 13.96 | 10.36 | 135% |
| Returns for 3 years | 42.82 | 35.00 | 122% |
| Returns for 5 years | 15.11 | 21.62 | 70% |
| Returns for 10 years | N/A | 47.77 | - |
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 | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| AVAX.X | 17.927252 | 0.132133 | +0.74% |
| Avalanche cryptocurrency | |||
| PDA.X | 0.005309 | 0.000011 | +0.21% |
| PlayDapp cryptocurrency | |||
| TWT.X | 0.692636 | -0.000150 | -0.02% |
| Trust Wallet Token cryptocurrency | |||
| PEOPLE.X | 0.017301 | -0.000031 | -0.18% |
| ConstitutionDAO cryptocurrency | |||
| ACE.X | 0.461730 | -0.009297 | -1.97% |
| Fusionist cryptocurrency | |||