Oberweis Micro Cap Fund (OBMCX) Alternatives
Oberweis Micro Cap Fund (OBMCX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OBMCX. 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 OBMCX
OBMCX charges 1.48% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among OBMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OBMCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | OBMCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | OBMCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | OBMCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | OBMCX vs VISGX |
Best Risk-Adjusted Alternatives to OBMCX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | OBMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | OBMCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | OBMCX vs DMCRX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | OBMCX vs HRSMX | |
| Dana Epiphany ESG Small Cap Equity Fund | 82 | Nov 3, 2015 | OBMCX vs DSCIX |
Top Performing OBMCX Alternatives (YTD)
OBMCX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | OBMCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | OBMCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | OBMCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | OBMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 7.37% | Dec 30, 2016 | OBMCX vs NEAIX |
Lowest Volatility Alternatives to OBMCX
OBMCX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | OBMCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | OBMCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | OBMCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | OBMCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | OBMCX vs ETEGX |
Lowest Drawdown Alternatives to OBMCX
OBMCX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | OBMCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | OBMCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | OBMCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | OBMCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | OBMCX vs CTSIX |
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 Small-Cap Opportunities Fund | Small Cap Growth Equities | 60 | -0.48% | Sep 16, 1996 | OBMCX vs OBSOX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 38 | -5.98% | Jan 31, 2007 | OBMCX vs OBIOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 39 | -5.91% | Mar 9, 2014 | OBMCX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities | 66 | 6.97% | Oct 2, 2005 | OBMCX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 73 | -2.58% | Jan 6, 1987 | OBMCX vs OBEGX |
Often Compared With OBMCX
What investors most often compare with OBMCX, based on PortfoliosLab usage data.
Compare OBMCX with Any Fund or Stock
Compare OBMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.