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OBSIX vs VEXPX
OBSIX vs VEXPX Comparison
Open Charts OBSIX vs VEXPX
Oberweis Small-Cap Opportunities Instl
Price$25.01
Change-$0.48 (-1.88%)
VolumeN/A
Net Assets1.45B
OBSIX vs VEXPX Comparison Chart
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OBSIX vs. VEXPX 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 OBSIX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. OBSIX (1.45B). VEXPX pays higher dividends than OBSIX: VEXPX (0.42) vs OBSIX (0.00). OBSIX was incepted earlier than VEXPX: OBSIX (8 years) vs VEXPX (58 years). OBSIX (1.01) is less costly to investors than VEXPX (0.44). OBSIX is a more actively managed with annual turnover of: 61.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than OBSIX: VEXPX (3000) vs OBSIX (1000000). OBSIX annual gain was more profitable for investors over the last year : -3.21 vs. VEXPX (-4.59). OBSIX return over 5 years is better than : 94.48 vs. VEXPX (12.47).
| OBSIX | VEXPX | OBSIX / VEXPX | |
| Total Expense Ratio | 1.00 | 0.44 | 227% |
| Annual Report Gross Expense Ratio | 1.01 | 0.44 | 230% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | -4.286 | -4.593 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 19.4B | 7% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -3.21 | -4.59 | 70% |
| Returns for 3 years | 46.34 | 16.76 | 277% |
| Returns for 5 years | 94.48 | 12.47 | 758% |
| Returns for 10 years | N/A | 8.96 | - |