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 a closer substitute for your current allocation.
Cheapest Alternatives to OBSOX
OBSOX charges 1.25% annually. There are 120 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 | OBSOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | OBSOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | OBSOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | OBSOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | OBSOX vs VISGX |
Best Risk-Adjusted Alternatives to OBSOX
OBSOX has a PortfoliosLab risk / return rank of 81. There are 17 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 | OBSOX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | OBSOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | OBSOX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | OBSOX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | OBSOX vs OBMCX |
Top Performing OBSOX Alternatives (YTD)
OBSOX is at 42.09% YTD. There are 5 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 | OBSOX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | OBSOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | OBSOX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | OBSOX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | OBSOX vs OBMCX |
Lowest Volatility Alternatives to OBSOX
OBSOX has 26.68% 1-year volatility. There are 143 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 | OBSOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | OBSOX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | OBSOX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | OBSOX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | OBSOX vs NBGIX |
Lowest Drawdown Alternatives to OBSOX
OBSOX has a 1-year max drawdown of -11.40%. There are 36 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 | OBSOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | OBSOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | OBSOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | OBSOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | OBSOX 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 | OBSOX vs OBIIX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 20 | 11.37% | — | Jan 2007 | OBSOX vs OBIOX | |
| Oberweis China Opportunities Fund | China Equities | 90 | 37.77% | — | Oct 2005 | OBSOX vs OBCHX | |
| Oberweis Global Opportunities Fund | Global Equities | 79 | 31.52% | — | Jan 1987 | OBSOX vs OBEGX |
Often Compared With OBSOX
Investors most often compare OBSOX with HRSMX, WGROX, WAAEX. These 20 comparison targets span 9 categories, 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.
Pair OBSOX with funds that move differently
Oberweis Small-Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OBSOX.
Explore OBSOX Diversifiers