ALSRX vs. OBMCX
Compare and contrast key facts about Alger SmallCap Growth Institutional Fund (ALSRX) and Oberweis Micro Cap Fund (OBMCX).
ALSRX is managed by Alger. It was launched on Nov 8, 1993. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
ALSRX vs. OBMCX - Performance Comparison
Loading graphics...
ALSRX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALSRX Alger SmallCap Growth Institutional Fund | -9.98% | 4.83% | 8.76% | 14.83% | -38.17% | -4.44% | 64.90% | 29.87% | -4.03% | 24.83% |
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Returns By Period
In the year-to-date period, ALSRX achieves a -9.98% return, which is significantly lower than OBMCX's 13.51% return. Over the past 10 years, ALSRX has underperformed OBMCX with an annualized return of 7.67%, while OBMCX has yielded a comparatively higher 19.20% annualized return.
ALSRX
- 1D
- 5.62%
- 1M
- -8.41%
- YTD
- -9.98%
- 6M
- -6.55%
- 1Y
- 16.11%
- 3Y*
- 3.60%
- 5Y*
- -7.60%
- 10Y*
- 7.67%
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALSRX vs. OBMCX - Expense Ratio Comparison
ALSRX has a 1.24% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
ALSRX vs. OBMCX — Risk / Return Rank
ALSRX
OBMCX
ALSRX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger SmallCap Growth Institutional Fund (ALSRX) and Oberweis Micro Cap Fund (OBMCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ALSRX | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.82 | -1.22 |
Sortino ratioReturn per unit of downside risk | 1.03 | 2.42 | -1.39 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.33 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 3.82 | -3.14 |
Martin ratioReturn relative to average drawdown | 2.47 | 13.69 | -11.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ALSRX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.82 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | 0.57 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.75 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.42 | -0.19 |
Correlation
The correlation between ALSRX and OBMCX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ALSRX vs. OBMCX - Dividend Comparison
ALSRX's dividend yield for the trailing twelve months is around 3.11%, more than OBMCX's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALSRX Alger SmallCap Growth Institutional Fund | 3.11% | 2.80% | 1.99% | 0.00% | 0.00% | 23.64% | 5.23% | 20.07% | 11.31% | 0.00% | 0.00% | 0.00% |
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
ALSRX vs. OBMCX - Drawdown Comparison
The maximum ALSRX drawdown since its inception was -73.40%, which is greater than OBMCX's maximum drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for ALSRX and OBMCX.
Loading graphics...
Drawdown Indicators
| ALSRX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.40% | -68.24% | -5.16% |
Max Drawdown (1Y)Largest decline over 1 year | -21.23% | -12.68% | -8.55% |
Max Drawdown (5Y)Largest decline over 5 years | -53.46% | -28.11% | -25.35% |
Max Drawdown (10Y)Largest decline over 10 years | -55.04% | -50.04% | -5.00% |
Current DrawdownCurrent decline from peak | -40.86% | -5.04% | -35.82% |
Average DrawdownAverage peak-to-trough decline | -28.66% | -16.51% | -12.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.85% | 3.54% | +2.31% |
Volatility
ALSRX vs. OBMCX - Volatility Comparison
The current volatility for Alger SmallCap Growth Institutional Fund (ALSRX) is 10.20%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 12.02%. This indicates that ALSRX experiences smaller price fluctuations and is considered to be less risky than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ALSRX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.20% | 12.02% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 19.34% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.59% | 27.49% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.56% | 26.14% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.66% | 25.73% | +0.93% |