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 a closer substitute for your current allocation.
Cheapest Alternatives to OBEGX
OBEGX charges 1.51% annually. There are 233 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OBEGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OBEGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OBEGX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OBEGX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OBEGX vs UCEQX |
Best Risk-Adjusted Alternatives to OBEGX
OBEGX has a PortfoliosLab risk / return rank of 79. There are 34 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | OBEGX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | OBEGX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | OBEGX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | OBEGX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | OBEGX vs JGYIX |
Top Performing OBEGX Alternatives (YTD)
OBEGX is at 31.52% YTD. There is 1 mutual fund in the Global Equities category with a higher YTD return, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | OBEGX vs PGTIX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | OBEGX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | OBEGX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | OBEGX vs FIQOX | |
| Fidelity Worldwide Fund | 24.21% | — | May 1990 | OBEGX vs FWWFX |
Lowest Volatility Alternatives to OBEGX
OBEGX has 21.31% 1-year volatility. There are 239 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | OBEGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | OBEGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | OBEGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | OBEGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | OBEGX vs SGMAX |
Lowest Drawdown Alternatives to OBEGX
OBEGX has a 1-year max drawdown of -11.24%. There are 143 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OBEGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OBEGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OBEGX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OBEGX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OBEGX vs SVTAX |
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 | 92 | 52.27% | — | Dec 1995 | OBEGX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 81 | 42.09% | — | Sep 1996 | OBEGX vs OBSOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 20 | 11.48% | — | Mar 2014 | OBEGX vs OBIIX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 20 | 11.37% | — | Jan 2007 | OBEGX vs OBIOX | |
| Oberweis China Opportunities Fund | China Equities | 90 | 37.77% | — | Oct 2005 | OBEGX vs OBCHX |
Often Compared With OBEGX
Investors most often compare OBEGX with OFIGX, VEOIX, ARTHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OBEGX with Any Fund or Stock
Compare OBEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OBEGX with funds that move differently
Oberweis Global Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OBEGX.
Explore OBEGX Diversifiers