OFIGX Alternatives & Similar Mutual Funds

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 249 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
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	OFIGX vs FHLFX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	OFIGX vs FIGSX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	OFIGX vs FSOSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	OFIGX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	OFIGX vs FINVX

Best Risk-Adjusted Alternatives to OFIGX

OFIGX has a PortfoliosLab risk / return rank of 38. There are 201 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	OFIGX vs SWRLX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	OFIGX vs GTMIX
TIVFX	American Beacon Tocqueville International Value Fu...	90	—	Aug 1994	OFIGX vs TIVFX
THOIX	Thornburg Global Opportunities Fund	89	—	Jul 2006	OFIGX vs THOIX
SAHMX	SA International Value Fund	88	—	Aug 1999	OFIGX vs SAHMX

Top Performing OFIGX Alternatives (YTD)

OFIGX is at 15.34% YTD. There are 51 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 33.96%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	33.96%	—	Aug 1994	OFIGX vs TIVFX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	OFIGX vs LIAGX
CIGIX	Calamos International Growth Fund	29.92%	—	Mar 2005	OFIGX vs CIGIX
FISZX	Fidelity SAI International SMA Completion Fund	26.14%	—	Apr 2019	OFIGX vs FISZX
JIJIX	John Hancock International Dynamic Growth Fund	25.48%	—	May 2019	OFIGX vs JIJIX

Lowest Volatility Alternatives to OFIGX

OFIGX has 17.34% 1-year volatility. There are 335 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.75%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	8.75%	—	Nov 1997	OFIGX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	OFIGX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	OFIGX vs FAOAX
FAERX	Fidelity Advisor Overseas Fund Class M	8.77%	—	Apr 1990	OFIGX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.77%	—	Jul 1995	OFIGX vs FAOIX

Lowest Drawdown Alternatives to OFIGX

OFIGX has a 1-year max drawdown of -13.43%. There are 359 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	OFIGX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	OFIGX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	OFIGX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	OFIGX vs FAOIX
FAERX	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 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
OBMCX	Oberweis Micro Cap Fund	Small Cap Growth Equities	89	47.10%	—	Dec 1995	OFIGX vs OBMCX
OBSOX	Oberweis Small-Cap Opportunities Fund	Small Cap Growth Equities	73	37.01%	—	Sep 1996	OFIGX vs OBSOX
OBIIX	Oberweis International Opportunities Institutional...	Foreign Small & Mid Cap Equities	16	8.26%	—	Mar 2014	OFIGX vs OBIIX
OBIOX	Oberweis International Opportunities Fund	Foreign Small & Mid Cap Equities	15	8.11%	—	Jan 2007	OFIGX vs OBIOX
OBCHX	Oberweis China Opportunities Fund	China Equities	87	34.44%	—	Oct 2005	OFIGX vs OBCHX
OBEGX	Oberweis Global Opportunities Fund	Global Equities	79	31.52%	—	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RWL	Invesco S&P 500 Revenue ETF	S&P 500	84	11.99%	9.85B	Feb 2008	OFIGX vs RWL
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	68	6.45%	—	Jan 2014	OFIGX vs EPDIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	45	3.08%	—	Jun 2015	OFIGX vs KGIIX
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	21	4.24%	—	May 2007	OFIGX vs FTCNX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	4.11%	—	Dec 2016	OFIGX vs GSINX
FACNX	Fidelity Advisor Canada Fund Class A	Foreign Large Cap Equities	22	4.37%	—	May 2007	OFIGX vs FACNX
GSIHX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.99%	—	Dec 2016	OFIGX vs GSIHX
FIQEX	Fidelity Advisor Canada Fund Class Z	Foreign Large Cap Equities	23	4.56%	—	Oct 2018	OFIGX vs FIQEX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	34	5.29%	—	Oct 2016	OFIGX vs SIMYX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	13	3.34%	—	May 2015	OFIGX vs FSKLX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	67	6.32%	—	Jan 2014	OFIGX vs EPDPX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	79	10.74%	—	Sep 2011	OFIGX vs PTSIX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	17	4.18%	—	Dec 2016	OFIGX vs GSIMX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	51	9.20%	—	Jun 2015	OFIGX vs PPYPX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	22	4.09%	—	Jun 2021	OFIGX vs GQJPX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	45	9.62%	—	Jun 1993	OFIGX vs TBGVX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	OFIGX vs ANDIX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	40	13.91%	—	Jul 1997	OFIGX vs APHIX
FICCX	Fidelity Advisor Canada Fund Class I	Foreign Large Cap Equities	23	4.50%	—	May 2007	OFIGX vs FICCX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	69	8.78%	—	Jun 2015	OFIGX vs PZRIX

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Diversifiers

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

Oberweis Focused International Growth Fund (OFIGX) Alternatives