Oberweis International Opportunities Fund (OBIOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OBIOX
OBIOX charges 1.60% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among OBIOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | OBIOX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | OBIOX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | OBIOX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | OBIOX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | Dec 3, 2019 | OBIOX vs AVDVX |
Best Risk-Adjusted Alternatives to OBIOX
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 | 98 | Oct 31, 2013 | OBIOX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 98 | Nov 1, 2013 | OBIOX vs KGGAX | |
| Hood River International Opportunity Fund Investor... | 98 | Aug 11, 2023 | OBIOX vs HRIIX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | OBIOX vs HRIOX | |
| Avantis International Small Cap Value Fund | 96 | Dec 3, 2019 | OBIOX vs AVDVX |
Top Performing OBIOX Alternatives (YTD)
OBIOX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Hood River International Opportunity Fund | 10.79% | Sep 27, 2021 | OBIOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 10.76% | Aug 11, 2023 | OBIOX vs HRIIX | |
| AMG Yacktman Special Opportunities Fund | 9.59% | Jun 29, 2014 | OBIOX vs YASLX | |
| Kopernik Global All-Cap Fund | 7.35% | Oct 31, 2013 | OBIOX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 7.29% | Nov 1, 2013 | OBIOX vs KGGAX |
Lowest Volatility Alternatives to OBIOX
OBIOX 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 | 12.28% | Jun 1, 2012 | OBIOX vs MIDLX | |
| MFS International New Discovery Fund | 12.29% | Oct 8, 1997 | OBIOX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 13.09% | Jun 29, 2014 | OBIOX vs YASLX | |
| Artisan International Explorer Fund | 13.19% | May 15, 2022 | OBIOX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.41% | Mar 25, 2007 | OBIOX vs HLMSX |
Lowest Drawdown Alternatives to OBIOX
OBIOX 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 | OBIOX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | OBIOX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | OBIOX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | OBIOX vs YASLX | |
| Virtus International Small-Cap Fund | -10.41% | Dec 30, 1997 | OBIOX vs ALOIX |
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 | 90 | 13.51% | Dec 29, 1995 | OBIOX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 70 | 3.71% | Sep 16, 1996 | OBIOX vs OBSOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 55 | -2.43% | Mar 9, 2014 | OBIOX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities | 62 | 7.49% | Oct 2, 2005 | OBIOX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 80 | 1.37% | Jan 6, 1987 | OBIOX vs OBEGX |
Often Compared With OBIOX
What investors most often compare with OBIOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Global Equity Income Fund | Global Equities | 75 | -0.56% | May 2, 2012 | OBIOX vs FGILX | |
| Vanguard Total International Stock ETF | Foreign Large Cap Equities | 85 | 3.51% | Jan 26, 2011 | OBIOX vs VXUS | |
| Oberweis Focused International Growth Fund | Foreign Large Cap Equities | 34 | -1.84% | Mar 30, 2022 | OBIOX vs OFIGX |
Compare OBIOX with Any Fund or Stock
Compare OBIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.