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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$26.53
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
OBSOX vs VSGIX Comparison Chart in %
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OBSOX 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 OBSOX is a StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. OBSOX (1.58B). VSGIX pays higher dividends than OBSOX: VSGIX (0.54) vs OBSOX (0.00). OBSOX was incepted earlier than VSGIX: OBSOX (29 years) vs VSGIX (25 years). OBSOX (1.26) is less costly to investors than VSGIX (0.06). OBSOX is a more actively managed with annual turnover of: 61.00 vs. VSGIX (21.00). OBSOX has a lower initial minimum investment than VSGIX: OBSOX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.52 vs. OBSOX (4.12). OBSOX return over 5 years is better than : 73.06 vs. VSGIX (34.27).
| OBSOX | VSGIX | OBSOX / VSGIX | |
| Total Expense Ratio | 1.25 | 0.06 | 2,083% |
| Annual Report Gross Expense Ratio | 1.26 | 0.06 | 2,100% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 4.080 | 2.257 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| 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 | 4.12 | 12.52 | 33% |
| Returns for 3 years | 32.12 | 21.63 | 148% |
| Returns for 5 years | 73.06 | 34.27 | 213% |
| Returns for 10 years | 54.96 | 121.03 | 45% |
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