Oberweis Global Opportunities Fund (OBEGX) Alternatives
Oberweis Global Opportunities Fund (OBEGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OBEGX. 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 OBEGX
OBEGX charges 1.51% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among OBEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | OBEGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | OBEGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | OBEGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | OBEGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | OBEGX vs VMNVX |
Best Risk-Adjusted Alternatives to OBEGX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | OBEGX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | OBEGX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | OBEGX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | OBEGX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | OBEGX vs GLIFX |
Top Performing OBEGX Alternatives (YTD)
OBEGX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | OBEGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | OBEGX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | OBEGX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | OBEGX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | OBEGX vs GQRIX |
Lowest Volatility Alternatives to OBEGX
OBEGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | OBEGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | OBEGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | OBEGX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | OBEGX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | OBEGX vs GLIFX |
Lowest Drawdown Alternatives to OBEGX
OBEGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | OBEGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | OBEGX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | OBEGX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | OBEGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | OBEGX vs FGIAX |
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 | OBEGX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 60 | -0.48% | Sep 16, 1996 | OBEGX vs OBSOX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 38 | -5.98% | Jan 31, 2007 | OBEGX vs OBIOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 39 | -5.91% | Mar 9, 2014 | OBEGX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities | 66 | 6.97% | Oct 2, 2005 | OBEGX vs OBCHX |
Often Compared With OBEGX
What investors most often compare with OBEGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oberweis Focused International Growth Fund | Foreign Large Cap Equities | 25 | -5.06% | Mar 30, 2022 | OBEGX vs OFIGX |
Compare OBEGX with Any Fund or Stock
Compare OBEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.