Oberweis China Opportunities Fund (OBCHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OBCHX
OBCHX charges 2.03% annually. Among mutual funds in the China Equities category, these options have the lowest expense ratios among OBCHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | Oct 2, 2018 | OBCHX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | Nov 1, 1995 | OBCHX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | May 9, 2008 | OBCHX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | Jul 6, 2021 | OBCHX vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | Jun 28, 2004 | OBCHX vs GOPIX |
Best Risk-Adjusted Alternatives to OBCHX
Among mutual funds in the China Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 91 | Dec 9, 2019 | OBCHX vs TRCLX | |
| Morgan Stanley China A Share Fund | 89 | Jul 6, 2006 | OBCHX vs CAF | |
| Fidelity China Region Fund | 89 | Nov 1, 1995 | OBCHX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 88 | Oct 2, 2018 | OBCHX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 88 | May 9, 2008 | OBCHX vs FHKIX |
Top Performing OBCHX Alternatives (YTD)
OBCHX alternatives from the China Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Matthews China Small Companies Fund | 10.66% | May 30, 2011 | OBCHX vs MCSMX | |
| T. Rowe Price China Evolution Equity Fund | 8.83% | Dec 9, 2019 | OBCHX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | 5.55% | Oct 2, 2018 | OBCHX vs FIQFX | |
| Fidelity China Region Fund | 5.51% | Nov 1, 1995 | OBCHX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 5.50% | May 9, 2008 | OBCHX vs FHKIX |
Lowest Volatility Alternatives to OBCHX
OBCHX alternatives from the China Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock China A Opportunities Fund | 17.24% | Dec 26, 2018 | OBCHX vs CHILX | |
| Guinness Atkinson China And Hong Kong Fund | 18.65% | Jun 29, 1994 | OBCHX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | 19.55% | Dec 9, 2019 | OBCHX vs TRCLX | |
| Goldman Sachs China Equity Fund | 19.72% | Jul 7, 1994 | OBCHX vs GSAGX | |
| Morgan Stanley China A Share Fund | 19.73% | Jul 6, 2006 | OBCHX vs CAF |
Lowest Drawdown Alternatives to OBCHX
OBCHX alternatives from the China Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -11.45% | Jul 6, 2006 | OBCHX vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | Dec 26, 2018 | OBCHX vs CHILX | |
| T. Rowe Price China Evolution Equity Fund | -13.78% | Dec 9, 2019 | OBCHX vs TRCLX | |
| Goldman Sachs China Equity Fund | -13.89% | Jul 7, 1994 | OBCHX vs GSAGX | |
| Guinness Atkinson China And Hong Kong Fund | -14.00% | Jun 29, 1994 | OBCHX vs ICHKX |
Other Mutual Funds from Oberweis
Most popular Oberweis mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oberweis Micro Cap Fund | Small Cap Growth Equities | 86 | 8.96% | Dec 29, 1995 | OBCHX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 60 | -0.48% | Sep 16, 1996 | OBCHX vs OBSOX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 38 | -5.98% | Jan 31, 2007 | OBCHX vs OBIOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 39 | -5.91% | Mar 9, 2014 | OBCHX vs OBIIX | |
| Oberweis Global Opportunities Fund | Global Equities | 73 | -2.58% | Jan 6, 1987 | OBCHX vs OBEGX |
Often Compared With OBCHX
What investors most often compare with OBCHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Greater China Growth Fund | China Equities | 5 | -9.64% | Oct 27, 1992 | OBCHX vs EVCGX | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | OBCHX vs WCQGX | |
| Fidelity Advisor China Region Fund Class C | China Equities | 87 | 5.23% | May 9, 2008 | OBCHX vs FCHKX | |
| Templeton Dragon Fund Inc. | China Equities | 23 | -4.88% | — | OBCHX vs TDF | |
| Matthews China Dividend Fund | China Equities | — | — | Nov 29, 2009 | OBCHX vs MCDFX | |
| Oberweis Focused International Growth Fund | Foreign Large Cap Equities | 25 | -5.06% | Mar 30, 2022 | OBCHX vs OFIGX | |
| Fidelity Advisor China Region Fund Class M | China Equities | 87 | 5.37% | May 9, 2008 | OBCHX vs FHKTX | |
| Matthews China Fund | China Equities | 9 | -9.47% | Feb 18, 1998 | OBCHX vs MCHFX | |
| Fidelity Advisor China Region Fund Class A | China Equities | 88 | 5.42% | May 9, 2008 | OBCHX vs FHKAX |
Compare OBCHX with Any Fund or Stock
Compare OBCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.