Oberweis Focused International Growth Fund (OFIGX) belongs to the Foreign Large 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 OFIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OFIGX
OFIGX charges 0.95% annually. There are 250 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | OFIGX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | OFIGX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | OFIGX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | OFIGX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | OFIGX vs FSOSX |
Best Risk-Adjusted Alternatives to OFIGX
OFIGX has a PortfoliosLab risk / return rank of 23. There are 323 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 93 | — | Jul 1998 | OFIGX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | OFIGX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | OFIGX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | OFIGX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | OFIGX vs DCINX |
Top Performing OFIGX Alternatives (YTD)
OFIGX is at 8.67% YTD. There are 256 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | OFIGX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | OFIGX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | OFIGX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | OFIGX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | OFIGX vs LIAGX |
Lowest Volatility Alternatives to OFIGX
OFIGX has 17.83% 1-year volatility. There are 341 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | OFIGX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | OFIGX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | OFIGX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | OFIGX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | OFIGX vs FAERX |
Lowest Drawdown Alternatives to OFIGX
OFIGX has a 1-year max drawdown of -13.43%. There are 358 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | OFIGX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | OFIGX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | OFIGX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | OFIGX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | OFIGX vs FAERX |
Other Mutual Funds from Oberweis
The 6 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 | 85 | 41.71% | — | Dec 1995 | OFIGX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | Small Cap Growth Equities | 70 | 31.17% | — | Sep 1996 | OFIGX vs OBSOX | |
| Oberweis International Opportunities Institutional... | Foreign Small & Mid Cap Equities | 11 | 5.48% | — | Mar 2014 | OFIGX vs OBIIX | |
| Oberweis China Opportunities Fund | China Equities, Asia Pacific Equities | 80 | 27.47% | — | Oct 2005 | OFIGX vs OBCHX | |
| Oberweis International Opportunities Fund | Foreign Small & Mid Cap Equities | 10 | 5.27% | — | Jan 2007 | OFIGX vs OBIOX | |
| Oberweis Global Opportunities Fund | Global Equities | 60 | 23.47% | — | Jan 1987 | OFIGX vs OBEGX |
Often Compared With OFIGX
Investors most often compare OFIGX with RWL, EPDIX, KGIIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OFIGX with Any Fund or Stock
Compare OFIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OFIGX with funds that move differently
Oberweis Focused International Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OFIGX.
Explore OFIGX Diversifiers