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% | 13.80B | Feb 2019 | OBIOX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | OBIOX vs AVDVX |
Best Risk-Adjusted Alternatives to OBIOX
OBIOX has a PortfoliosLab risk / return rank of 10. There are 84 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 | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 89 | — | Dec 1997 | OBIOX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | OBIOX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | OBIOX vs AVDVX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | OBIOX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 80 | — | Jun 2020 | OBIOX vs HWTIX |
Top Performing OBIOX Alternatives (YTD)
OBIOX is at 3.39% YTD. There are 90 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.46% | — | May 2022 | OBIOX vs ARHBX | |
| Hood River International Opportunity Fund | 19.18% | — | Sep 2021 | OBIOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 19.11% | — | Aug 2023 | OBIOX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.70% | — | Nov 1993 | OBIOX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | OBIOX vs YASLX |
Lowest Volatility Alternatives to OBIOX
OBIOX has 18.60% 1-year volatility. There are 85 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.04% | — | Jun 2014 | OBIOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | OBIOX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | OBIOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.62% | — | Mar 2007 | OBIOX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.81% | — | Apr 2008 | OBIOX vs QUSIX |
Lowest Drawdown Alternatives to OBIOX
OBIOX has a 1-year max drawdown of -15.64%. There are 89 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 | |
| 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 | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | OBIOX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | OBIOX vs YASLX |
Other Mutual Funds from Oberweis
The 5 most viewed Oberweis mutual funds shown here include OBMCX, OBSOX, OBIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis Micro Cap Fund | Small Cap Growth Equities | 73 | 35.75% | — | Dec 1995 | OBIOX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 62 | 25.99% | — | Sep 1996 | OBIOX vs OBSOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 10 | 3.57% | — | Mar 2014 | OBIOX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities, Asia Pacific Equities | 57 | 22.16% | — | Oct 2005 | OBIOX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 44 | 19.62% | — | Jan 1987 | OBIOX vs OBEGX |
Often Compared With OBIOX
Investors most often compare OBIOX with FGILX, OFIGX, VXUS. These 16 comparison targets span 4 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