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OBSOX vs VSGIX
OBSOX vs VSGIX Comparison
Open Charts OBSOX vs VSGIX
Oberweis Small-Cap Opportunities
Price$27.69
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.63B
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
OBSOX vs VSGIX Comparison Chart in %
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OBSOX vs. VSGIX commentary
Sep 08, 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: 38.6B vs. OBSOX (1.63B). VSGIX pays higher dividends than OBSOX: VSGIX (0.52) 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 : 18.22 vs. OBSOX (10.67). OBSOX return over 5 years is better than : 87.73 vs. VSGIX (42.24).
| 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 | 8.631 | 6.230 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 38.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 10.67 | 18.22 | 59% |
| Returns for 3 years | 51.81 | 42.63 | 122% |
| Returns for 5 years | 87.73 | 42.24 | 208% |
| Returns for 10 years | 71.03 | 141.96 | 50% |
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