Interact to see
Advertisement
Advertisement
OBSOX vs VEXPX
OBSOX vs VEXPX Comparison
Open Charts OBSOX vs VEXPX
Oberweis Small-Cap Opportunities
Price$25.97
Change+$0.16 (+0.62%)
VolumeN/A
Net Assets1.54B
OBSOX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBSOX vs. VEXPX commentary
Jul 27, 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 OBSOX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. OBSOX (1.54B). VEXPX pays higher dividends than OBSOX: VEXPX (0.40) vs OBSOX (0.00). OBSOX was incepted earlier than VEXPX: OBSOX (29 years) vs VEXPX (58 years). OBSOX (1.26) is less costly to investors than VEXPX (0.44). OBSOX is a more actively managed with annual turnover of: 61.00 vs. VEXPX (35.00). OBSOX has a lower initial minimum investment than VEXPX: OBSOX (1000) vs VEXPX (3000). OBSOX annual gain was more profitable for investors over the last year : 1.84 vs. VEXPX (-1.35). OBSOX return over 5 years is better than : 79.60 vs. VEXPX (11.12).
| OBSOX | VEXPX | OBSOX / VEXPX | |
| Total Expense Ratio | 1.25 | 0.44 | 284% |
| Annual Report Gross Expense Ratio | 1.26 | 0.44 | 286% |
| Fund Existence | 29 years | 58 years | - |
| Gain YTD | 1.883 | 1.366 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 20.1B | 8% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 1.84 | -1.35 | -136% |
| Returns for 3 years | 44.60 | 17.05 | 262% |
| Returns for 5 years | 79.60 | 11.12 | 716% |
| Returns for 10 years | 55.23 | 20.57 | 268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement