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OBSOX vs VEXPX
OBSOX vs VEXPX Comparison
Open Charts OBSOX vs VEXPX
Oberweis Small-Cap Opportunities
Price$26.53
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets1.58B
OBSOX vs VEXPX Comparison Chart in %
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OBSOX vs. VEXPX 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 OBSOX is a StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. OBSOX (1.58B). 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 : 4.12 vs. VEXPX (-1.90). OBSOX return over 5 years is better than : 73.06 vs. VEXPX (5.07).
| 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 | 4.080 | 1.235 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 19.9B | 8% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 4.12 | -1.90 | -217% |
| Returns for 3 years | 32.12 | 5.40 | 595% |
| Returns for 5 years | 73.06 | 5.07 | 1,440% |
| Returns for 10 years | 54.96 | 19.92 | 276% |
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