Oberweis International Opportunities Institutional Fund (OBIIX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OBIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OBIIX
OBIIX charges 1.10% annually. There are 45 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | OBIIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | OBIIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | OBIIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | OBIIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | OBIIX vs AVDVX |
Best Risk-Adjusted Alternatives to OBIIX
OBIIX has a PortfoliosLab risk / return rank of 11. There are 73 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 89 | — | Sep 2021 | OBIIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 89 | — | Aug 2023 | OBIIX vs HRIIX | |
| Virtus International Small-Cap Fund | 83 | — | Dec 1997 | OBIIX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 71 | — | Jan 2021 | OBIIX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 69 | — | Dec 2019 | OBIIX vs AVDVX |
Top Performing OBIIX Alternatives (YTD)
OBIIX is at 5.48% YTD. There are 64 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 29.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 29.02% | — | Sep 2021 | OBIIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 28.92% | — | Aug 2023 | OBIIX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 22.00% | — | Nov 1993 | OBIIX vs LZISX | |
| Calamos International Small Cap Growth Fund | 20.02% | — | Mar 2022 | OBIIX vs CSGIX | |
| Artisan International Explorer Fund | 19.33% | — | May 2022 | OBIIX vs ARHBX |
Lowest Volatility Alternatives to OBIIX
OBIIX has 17.85% 1-year volatility. There are 84 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.17% | — | Jun 2014 | OBIIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.34% | — | Jun 2012 | OBIIX vs MIDLX | |
| MFS International New Discovery Fund | 12.37% | — | Oct 1997 | OBIIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.50% | — | Mar 2007 | OBIIX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | OBIIX vs BISMX |
Lowest Drawdown Alternatives to OBIIX
OBIIX has a 1-year max drawdown of -15.67%. There are 91 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | OBIIX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | OBIIX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | OBIIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | OBIIX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | OBIIX vs WISIX |
Other Mutual Funds from Oberweis
The 5 most viewed Oberweis mutual funds shown here include OBMCX, OBSOX, OBCHX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Fund | Small Cap Growth Equities | 85 | 41.71% | — | Dec 1995 | OBIIX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 70 | 31.17% | — | Sep 1996 | OBIIX vs OBSOX | |
| Oberweis China Opportunities Fund | China Equities, Asia Pacific Equities | 80 | 27.47% | — | Oct 2005 | OBIIX vs OBCHX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 10 | 5.27% | — | Jan 2007 | OBIIX vs OBIOX | |
| Oberweis Global Opportunities Fund | Global Equities | 60 | 23.47% | — | Jan 1987 | OBIIX vs OBEGX |
Often Compared With OBIIX
Investors most often compare OBIIX with OFIGX, MECIX, CVISX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OBIIX with Any Fund or Stock
Compare OBIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OBIIX with funds that move differently
Oberweis International Opportunities Institutional Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OBIIX.
Explore OBIIX Diversifiers