Oberweis Small-Cap Opportunities Fund (OBSOX) Alternatives
Oberweis Small-Cap Opportunities Fund (OBSOX) 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 OBSOX. 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 OBSOX
OBSOX charges 1.25% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among OBSOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OBSOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | OBSOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | OBSOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | OBSOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | OBSOX vs VISGX |
Best Risk-Adjusted Alternatives to OBSOX
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 | OBSOX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | OBSOX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | OBSOX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | OBSOX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | OBSOX vs HRSMX |
Top Performing OBSOX Alternatives (YTD)
OBSOX 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 | OBSOX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | OBSOX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | OBSOX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | OBSOX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | OBSOX vs OBMCX |
Lowest Volatility Alternatives to OBSOX
OBSOX 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 | OBSOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | OBSOX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | OBSOX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | OBSOX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | OBSOX vs ETEGX |
Lowest Drawdown Alternatives to OBSOX
OBSOX 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 | OBSOX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | OBSOX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | OBSOX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | OBSOX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | OBSOX 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 International Opportunities Fund | Foreign Small & Mid Cap Equities | 38 | -5.98% | Jan 31, 2007 | OBSOX vs OBIOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 39 | -5.91% | Mar 9, 2014 | OBSOX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities | 66 | 6.97% | Oct 2, 2005 | OBSOX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 73 | -2.58% | Jan 6, 1987 | OBSOX vs OBEGX |
Often Compared With OBSOX
What investors most often compare with OBSOX, based on PortfoliosLab usage data.
Compare OBSOX with Any Fund or Stock
Compare OBSOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.