BFGFX vs. OBMCX

In the year-to-date period, BFGFX achieves a -3.50% return, which is significantly higher than OBMCX's -10.18% return. Over the past 10 years, BFGFX has outperformed OBMCX with an annualized return of 11.85%, while OBMCX has yielded a comparatively lower 8.80% annualized return.

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BFGFX has a 1.32% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

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.

The current BFGFX Sharpe Ratio is 1.23, which is higher than the OBMCX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of BFGFX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BFGFX nor OBMCX has paid dividends to shareholders.

The maximum BFGFX drawdown since its inception was -56.88%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for BFGFX and OBMCX. For additional features, visit the drawdowns tool.

The current volatility for Baron Focused Growth Fund (BFGFX) is 6.88%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 8.24%. 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.