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OBSIX vs VSGIX
OBSIX vs VSGIX Comparison
Open Charts OBSIX vs VSGIX
Oberweis Small-Cap Opportunities Instl
Price$27.25
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
OBSIX vs VSGIX Comparison Chart in %
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OBSIX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. OBSIX (1.58B). VSGIX pays higher dividends than OBSIX: VSGIX (0.54) vs OBSIX (0.00). OBSIX was incepted earlier than VSGIX: OBSIX (8 years) vs VSGIX (25 years). OBSIX (1.01) is less costly to investors than VSGIX (0.06). OBSIX is a more actively managed with annual turnover of: 61.00 vs. VSGIX (21.00). OBSIX has a lower initial minimum investment than VSGIX: OBSIX (1000000) vs VSGIX (5000000). VSGIX 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. VSGIX (34.27).
| OBSIX | VSGIX | OBSIX / VSGIX | |
| Total Expense Ratio | 1.00 | 0.06 | 1,667% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 4.286 | 2.257 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 37.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 4.45 | 12.52 | 36% |
| Returns for 3 years | 33.12 | 21.63 | 153% |
| Returns for 5 years | 75.81 | 34.27 | 221% |
| Returns for 10 years | N/A | 121.03 | - |
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