AOFIX vs. OBMCX
Compare and contrast key facts about Alger Small Cap Focus Fund (AOFIX) and Oberweis Micro Cap Fund (OBMCX).
AOFIX is managed by Alger. It was launched on Mar 3, 2008. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
AOFIX vs. OBMCX - Performance Comparison
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AOFIX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOFIX Alger Small Cap Focus Fund | -7.57% | 6.96% | 13.76% | 9.88% | -37.62% | -14.06% | 53.29% | 24.16% | 14.16% | 27.72% |
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, AOFIX achieves a -7.57% return, which is significantly lower than OBMCX's 13.51% return. Over the past 10 years, AOFIX has underperformed OBMCX with an annualized return of 8.19%, while OBMCX has yielded a comparatively higher 19.20% annualized return.
AOFIX
- 1D
- 5.26%
- 1M
- -8.33%
- YTD
- -7.57%
- 6M
- -5.03%
- 1Y
- 19.45%
- 3Y*
- 6.12%
- 5Y*
- -7.41%
- 10Y*
- 8.19%
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%
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AOFIX vs. OBMCX - Expense Ratio Comparison
AOFIX has a 1.14% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
AOFIX vs. OBMCX — Risk / Return Rank
AOFIX
OBMCX
AOFIX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Small Cap Focus Fund (AOFIX) 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.
| AOFIX | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.82 | -1.12 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.42 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 3.82 | -2.95 |
Martin ratioReturn relative to average drawdown | 3.21 | 13.69 | -10.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOFIX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.82 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.57 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.75 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.42 | -0.17 |
Correlation
The correlation between AOFIX and OBMCX is 0.86, 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
AOFIX vs. OBMCX - Dividend Comparison
AOFIX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOFIX Alger Small Cap Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.94% | 0.00% | 2.36% | 0.85% | 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
AOFIX vs. OBMCX - Drawdown Comparison
The maximum AOFIX drawdown since its inception was -60.19%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for AOFIX and OBMCX.
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Drawdown Indicators
| AOFIX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.19% | -68.24% | +8.05% |
Max Drawdown (1Y)Largest decline over 1 year | -19.88% | -12.68% | -7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -55.64% | -28.11% | -27.53% |
Max Drawdown (10Y)Largest decline over 10 years | -60.19% | -50.04% | -10.15% |
Current DrawdownCurrent decline from peak | -43.40% | -5.04% | -38.36% |
Average DrawdownAverage peak-to-trough decline | -19.25% | -16.51% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.43% | 3.54% | +1.89% |
Volatility
AOFIX vs. OBMCX - Volatility Comparison
The current volatility for Alger Small Cap Focus Fund (AOFIX) is 11.04%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 12.02%. This indicates that AOFIX 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.
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Volatility by Period
| AOFIX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.04% | 12.02% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 19.98% | 19.34% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.79% | 27.49% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.91% | 26.14% | +1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.15% | 25.73% | +0.42% |