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 a closer substitute for your current allocation.
Cheapest Alternatives to OBMCX
OBMCX charges 1.48% annually. There are 145 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | OBMCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | OBMCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | OBMCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | OBMCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | OBMCX vs VISGX |
Best Risk-Adjusted Alternatives to OBMCX
OBMCX has a PortfoliosLab risk / return rank of 92. There are 4 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | OBMCX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | OBMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | OBMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | OBMCX vs NEAGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 92 | — | Nov 2015 | OBMCX vs DSCIX |
Top Performing OBMCX Alternatives (YTD)
OBMCX is at 52.27% YTD. There are 4 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | OBMCX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | OBMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | OBMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | OBMCX vs NEAGX | |
| Oberweis Small-Cap Opportunities Fund | 42.09% | — | Sep 1996 | OBMCX vs OBSOX |
Lowest Volatility Alternatives to OBMCX
OBMCX has 26.14% 1-year volatility. There are 135 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | OBMCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | OBMCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | OBMCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | OBMCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | OBMCX vs NBGIX |
Lowest Drawdown Alternatives to OBMCX
OBMCX has a 1-year max drawdown of -12.45%. There are 55 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | OBMCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | OBMCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | OBMCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | OBMCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | OBMCX vs RFIMX |
Other Mutual Funds from Oberweis
The 4 most viewed Oberweis mutual funds shown here include OBIIX, OBIOX, OBCHX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 20 | 11.48% | — | Mar 2014 | OBMCX vs OBIIX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 20 | 11.37% | — | Jan 2007 | OBMCX vs OBIOX | |
| Oberweis China Opportunities Fund | China Equities | 90 | 37.77% | — | Oct 2005 | OBMCX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 79 | 31.52% | — | Jan 1987 | OBMCX vs OBEGX |
Often Compared With OBMCX
Investors most often compare OBMCX with VSTCX, DWAS, SAGWX. These 20 comparison targets span 7 categories, 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.
Pair OBMCX with funds that move differently
Oberweis Micro Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OBMCX.
Explore OBMCX Diversifiers