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OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$31.31
Change-$0.52 (-1.63%)
VolumeN/A
Net Assets59.2M
American Funds SMALLCAP World A
Price$69.67
Change-$1.10 (-1.55%)
VolumeN/A
Net Assets75.47B
OBGIX vs SMCWX Comparison Chart
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OBGIX vs. SMCWX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 75.5B vs. OBGIX (59.2M). 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 : 9.13 vs. SMCWX (4.80). SMCWX return over 5 years is better than : 22.09 vs. OBGIX (15.88).
| 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 | 3.129 | 3.419 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 75.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | 9.13 | 4.80 | 190% |
| Returns for 3 years | 33.86 | 30.12 | 112% |
| Returns for 5 years | 15.88 | 22.09 | 72% |
| Returns for 10 years | N/A | 38.73 | - |
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