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 229 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 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OBEGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | OBEGX vs VMNVX |
Best Risk-Adjusted Alternatives to OBEGX
OBEGX has a PortfoliosLab risk / return rank of 71. There are 43 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | OBEGX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 94 | 3.90B | May 1984 | OBEGX vs VGPMX | |
| GMO Climate Change Fund | 92 | — | Apr 2017 | OBEGX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | OBEGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | OBEGX vs JGYIX |
Top Performing OBEGX Alternatives (YTD)
OBEGX is at 26.78% YTD. There is 1 mutual fund in the Global Equities category with a higher YTD return, going as high as 26.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Climate Change Fund | 26.80% | — | Apr 2017 | OBEGX vs GCCHX | |
| LSV Global Value Fund | 24.84% | — | Jun 2014 | OBEGX vs LVAGX | |
| Ariel Global Fund | 24.09% | — | Dec 2011 | OBEGX vs AGLOX | |
| American Funds The New Economy Fund® Class F-2 | 22.96% | — | Aug 2008 | OBEGX vs NEFFX | |
| American Funds The New Economy Fund | 22.88% | — | Nov 1983 | OBEGX vs ANEFX |
Lowest Volatility Alternatives to OBEGX
OBEGX has 20.46% 1-year volatility. There are 237 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | OBEGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | OBEGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.22% | — | Jul 2006 | OBEGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.39% | — | Sep 1990 | OBEGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | OBEGX vs SGMAX |
Lowest Drawdown Alternatives to OBEGX
OBEGX has a 1-year max drawdown of -11.24%. There are 141 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | OBEGX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | OBEGX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | OBEGX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OBEGX vs LVAFX |
Other Mutual Funds from Oberweis
The 5 most viewed Oberweis mutual funds shown here include OBMCX, OBSOX, OBIOX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Fund | Small Cap Growth Equities | 88 | 41.55% | — | Dec 1995 | OBEGX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 71 | 32.65% | — | Sep 1996 | OBEGX vs OBSOX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 16 | 9.57% | — | Jan 2007 | OBEGX vs OBIOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 17 | 9.65% | — | Mar 2014 | OBEGX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities | 82 | 30.18% | — | Oct 2005 | OBEGX vs OBCHX |
Often Compared With OBEGX
Investors most often compare OBEGX with OFIGX, CSUAX, 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