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OBGIX vs SMCWX
OBGIX vs SMCWX Comparison
Open Charts OBGIX vs SMCWX
Oberweis Global Opportunities Instl
Price$32.81
Change-$2.16 (-6.18%)
VolumeN/A
Net Assets58.28M
American Funds SMALLCAP World A
Price$76.78
Change+$1.51 (+2.01%)
VolumeN/A
Net Assets82.43B
OBGIX vs SMCWX Comparison Chart in %
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OBGIX vs. SMCWX 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. OBGIX (58.3M). SMCWX pays higher dividends than OBGIX: SMCWX (0.68) vs OBGIX (0.00). OBGIX was incepted earlier than SMCWX: OBGIX (9 years) vs SMCWX (36 years). OBGIX (1.23) is less costly to investors than SMCWX (1.03). OBGIX is a more actively managed with annual turnover of: 103.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than OBGIX: SMCWX (250) vs OBGIX (1000000). SMCWX annual gain was more profitable for investors over the last year : 13.30 vs. OBGIX (6.11). SMCWX return over 5 years is better than : -7.39 vs. OBGIX (-20.13).
| OBGIX | SMCWX | OBGIX / SMCWX | |
| Total Expense Ratio | 1.23 | 1.03 | 119% |
| Annual Report Gross Expense Ratio | 1.23 | 1.03 | 119% |
| Fund Existence | 9 years | 36 years | - |
| Gain YTD | 1.328 | 4.762 | 28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.68 | - |
| Returns for 1 year | 6.11 | 13.30 | 46% |
| Returns for 3 years | 15.45 | 24.37 | 63% |
| Returns for 5 years | -20.13 | -7.39 | 272% |
| Returns for 10 years | N/A | 104.21 | - |
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