Oberweis International Opportunities Institutional Fund (OBIIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OBIIX
OBIIX charges 1.10% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among OBIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | OBIIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | OBIIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | OBIIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | OBIIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | OBIIX vs DFVQX |
Best Risk-Adjusted Alternatives to OBIIX
Among mutual funds in the Foreign Small & Mid Cap 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 | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | OBIIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | OBIIX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | OBIIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | OBIIX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | OBIIX vs AVDVX |
Top Performing OBIIX Alternatives (YTD)
OBIIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | OBIIX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | OBIIX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | OBIIX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | OBIIX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | OBIIX vs KGGAX |
Lowest Volatility Alternatives to OBIIX
OBIIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | OBIIX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | OBIIX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | OBIIX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | OBIIX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | OBIIX vs HLMSX |
Lowest Drawdown Alternatives to OBIIX
OBIIX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | OBIIX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | OBIIX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | OBIIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | OBIIX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | OBIIX vs GISOX |
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 | OBIIX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 60 | -0.48% | Sep 16, 1996 | OBIIX vs OBSOX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 38 | -5.98% | Jan 31, 2007 | OBIIX vs OBIOX | |
| Oberweis China Opportunities Fund | China Equities | 66 | 6.97% | Oct 2, 2005 | OBIIX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 73 | -2.58% | Jan 6, 1987 | OBIIX vs OBEGX |
Often Compared With OBIIX
What investors most often compare with OBIIX, 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 | OBIIX vs OFIGX | |
| AMG GW&K International Small Cap Fund | Foreign Small & Mid Cap Equities | 36 | -2.45% | Jun 24, 1993 | OBIIX vs MECIX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 92 | 4.10% | Oct 19, 2014 | OBIIX vs CVISX |
Compare OBIIX with Any Fund or Stock
Compare OBIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.