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OBSIX vs VSGAX
OBSIX vs VSGAX Comparison
Open Charts OBSIX vs VSGAX
Oberweis Small-Cap Opportunities Instl
Price$27.25
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Growth Index Admiral
Price$100.59
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets37.46B
OBSIX vs VSGAX Comparison Chart in %
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OBSIX vs. VSGAX commentary
Aug 18, 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 StrongBuy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. OBSIX (1.58B). VSGAX pays higher dividends than OBSIX: VSGAX (0.53) vs OBSIX (0.00). OBSIX was incepted earlier than VSGAX: OBSIX (8 years) vs VSGAX (14 years). OBSIX (1.01) is less costly to investors than VSGAX (0.07). OBSIX is a more actively managed with annual turnover of: 61.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than OBSIX: VSGAX (3000) vs OBSIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 12.52 vs. OBSIX (4.45). OBSIX return over 5 years is better than : 75.81 vs. VSGAX (34.25).
| OBSIX | VSGAX | OBSIX / VSGAX | |
| Total Expense Ratio | 1.00 | 0.07 | 1,429% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 4.286 | 2.256 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 37.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 4.45 | 12.52 | 36% |
| Returns for 3 years | 33.12 | 21.62 | 153% |
| Returns for 5 years | 75.81 | 34.25 | 221% |
| Returns for 10 years | N/A | 121.02 | - |
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