BFGFX vs. OBMCX
BFGFX (Baron Focused Growth Fund) and OBMCX (Oberweis Micro Cap Fund) are both mutual funds - BFGFX is a Mid Cap Growth Equities fund actively managed by Baron Capital, while OBMCX is a Small Cap Growth Equities fund managed by Oberweis. Over the past 10 years, BFGFX returned 20.27%/yr vs 20.12%/yr for OBMCX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. BFGFX charges 1.31%/yr vs 1.48%/yr for OBMCX.
Performance
BFGFX vs. OBMCX - Performance Comparison
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Returns By Period
In the year-to-date period, BFGFX achieves a -0.09% return, which is significantly lower than OBMCX's 35.57% return. Both investments have delivered pretty close results over the past 10 years, with BFGFX having a 20.27% annualized return and OBMCX not far behind at 20.12%.
BFGFX
- 1D
- -2.26%
- 1M
- -8.19%
- 6M
- 3.60%
- YTD
- -0.09%
- 1Y
- 16.60%
- 3Y*
- 16.67%
- 5Y*
- 10.85%
- 10Y*
- 20.27%
- ALL TIME*
- 13.61%
OBMCX
- 1D
- 5.04%
- 1M
- -6.99%
- 6M
- 28.25%
- YTD
- 35.57%
- 1Y
- 52.75%
- 3Y*
- 22.46%
- 5Y*
- 18.01%
- 10Y*
- 20.12%
- ALL TIME*
- 11.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BFGFX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | -0.09% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
OBMCX Oberweis Micro Cap Fund | 35.57% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Correlation
The correlation between BFGFX and OBMCX is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2004 | 0.68 |
Over the past year, the correlation between BFGFX and OBMCX has dropped to 0.35 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
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Return for Risk
BFGFX vs. OBMCX — Risk / Return Rank
BFGFX
OBMCX
BFGFX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BFGFX | OBMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.30 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.99 | -2.14 |
| Martin ratioReturn relative to average drawdown | 2.78 | 12.18 | -9.40 |
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Drawdowns
BFGFX vs. OBMCX - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -59.52%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for BFGFX and OBMCX.
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Drawdown Indicators
| BFGFX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -68.24% | +8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -16.49% | -17.19% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -21.00% | -28.11% | +7.11% |
Max Drawdown (5Y)Largest decline over 5 years | -35.93% | -28.11% | -7.82% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -50.04% | +6.42% |
Current DrawdownCurrent decline from peak | -13.67% | -13.01% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -16.36% | +4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 4.21% | +0.84% |
Volatility
BFGFX vs. OBMCX - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 7.16%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 11.67%. This indicates that BFGFX 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
| BFGFX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 11.67% | -4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 17.27% | 23.58% | -6.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 28.71% | -5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.99% | 26.80% | -3.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.28% | 26.25% | -1.97% |
BFGFX vs. OBMCX - Expense Ratio Comparison
BFGFX has a 1.31% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Dividends
BFGFX vs. OBMCX - Dividend Comparison
BFGFX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 1.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
OBMCX Oberweis Micro Cap Fund | 1.04% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Frequently Asked Questions
BFGFX and OBMCX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBMCX has higher volatility (11.67%) compared to BFGFX (7.16%). In terms of maximum drawdown, BFGFX dropped -59.52% vs OBMCX's -68.24%.
OBMCX currently has the higher Sharpe Ratio (1.79 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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