Oberweis International Opportunities Fund (OBIOX) 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 OBIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OBIOX
OBIOX charges 1.60% annually. There are 90 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 | OBIOX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | OBIOX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | OBIOX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | OBIOX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | OBIOX vs AVDVX |
Best Risk-Adjusted Alternatives to OBIOX
OBIOX has a PortfoliosLab risk / return rank of 20. There are 57 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | OBIOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | OBIOX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | OBIOX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | OBIOX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | OBIOX vs AVDVX |
Top Performing OBIOX Alternatives (YTD)
OBIOX is at 11.37% YTD. There are 33 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | OBIOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | OBIOX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | OBIOX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | OBIOX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | OBIOX vs ARHBX |
Lowest Volatility Alternatives to OBIOX
OBIOX has 17.35% 1-year volatility. There are 83 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | OBIOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | OBIOX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | OBIOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | OBIOX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | OBIOX vs BISAX |
Lowest Drawdown Alternatives to OBIOX
OBIOX has a 1-year max drawdown of -15.64%. There are 90 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 | OBIOX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | OBIOX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | OBIOX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | OBIOX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | OBIOX vs WISIX |
Other Mutual Funds from Oberweis
The 5 most viewed Oberweis mutual funds shown here include OBMCX, OBSOX, OBIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Fund | Small Cap Growth Equities | 92 | 52.27% | — | Dec 1995 | OBIOX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 81 | 42.09% | — | Sep 1996 | OBIOX vs OBSOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 20 | 11.48% | — | Mar 2014 | OBIOX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities | 90 | 37.77% | — | Oct 2005 | OBIOX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 79 | 31.52% | — | Jan 1987 | OBIOX vs OBEGX |
Often Compared With OBIOX
Investors most often compare OBIOX with FGILX, VXUS, OFIGX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OBIOX with Any Fund or Stock
Compare OBIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OBIOX with funds that move differently
Oberweis International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OBIOX.
Explore OBIOX Diversifiers