Oberweis China Opportunities Fund (OBCHX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OBCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OBCHX
OBCHX charges 2.03% annually. There are 20 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | OBCHX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | OBCHX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | OBCHX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | OBCHX vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | OBCHX vs CHILX |
Best Risk-Adjusted Alternatives to OBCHX
OBCHX has a PortfoliosLab risk / return rank of 84. There are 9 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 92 | — | Oct 2018 | OBCHX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 92 | — | May 2008 | OBCHX vs FHKIX | |
| Fidelity China Region Fund | 92 | — | Nov 1995 | OBCHX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 92 | — | May 2008 | OBCHX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 92 | — | May 2008 | OBCHX vs FHKTX |
Top Performing OBCHX Alternatives (YTD)
OBCHX is at 30.70% YTD. There are 7 mutual funds in the China Equities category with higher YTD returns, going as high as 43.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 43.09% | — | May 2011 | OBCHX vs MCSMX | |
| Fidelity Advisor China Region Fund Class Z | 33.20% | — | Oct 2018 | OBCHX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 33.09% | — | May 2008 | OBCHX vs FHKIX | |
| Fidelity China Region Fund | 33.09% | — | Nov 1995 | OBCHX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 32.90% | — | May 2008 | OBCHX vs FHKAX |
Lowest Volatility Alternatives to OBCHX
OBCHX has 23.88% 1-year volatility. There are 16 mutual funds in the China Equities category with lower 1-year volatility, going as low as 16.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 16.87% | — | Jun 1994 | OBCHX vs ICHKX | |
| Baillie Gifford China Equities Fund | 18.65% | — | Jul 2021 | OBCHX vs BGCBX | |
| BlackRock China A Opportunities Fund | 19.00% | — | Dec 2018 | OBCHX vs CHILX | |
| Eaton Vance Greater China Growth Fund | 19.00% | — | Oct 1992 | OBCHX vs EVCGX | |
| Goldman Sachs China Equity Fund | 19.19% | — | Jul 1994 | OBCHX vs GSAGX |
Lowest Drawdown Alternatives to OBCHX
OBCHX has a 1-year max drawdown of -9.59%. There is 1 mutual fund in the China Equities category with a shallower 1-year drawdown, going as shallow as -8.54%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.54% | — | Dec 2018 | OBCHX vs CHILX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | OBCHX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | OBCHX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | -10.80% | — | May 2008 | OBCHX vs FHKIX | |
| Fidelity China Region Fund | -10.80% | — | Nov 1995 | OBCHX vs FHKCX |
Other Mutual Funds from Oberweis
The 5 most viewed Oberweis mutual funds shown here include OBMCX, OBSOX, OBIIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Fund | Small Cap Growth Equities | 86 | 45.29% | — | Dec 1995 | OBCHX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 73 | 34.50% | — | Sep 1996 | OBCHX vs OBSOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 11 | 6.43% | — | Mar 2014 | OBCHX vs OBIIX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 10 | 6.27% | — | Jan 2007 | OBCHX vs OBIOX | |
| Oberweis Global Opportunities Fund | Global Equities | 63 | 25.41% | — | Jan 1987 | OBCHX vs OBEGX |
Often Compared With OBCHX
Investors most often compare OBCHX with TDF, OFIGX, WCQGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OBCHX with Any Fund or Stock
Compare OBCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OBCHX with funds that move differently
Oberweis China Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OBCHX.
Explore OBCHX Diversifiers