BFGFX vs. OBMCX
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Oberweis Micro Cap Fund (OBMCX).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFGFX or OBMCX.
Key characteristics
| BFGFX | OBMCX | |
|---|---|---|
| YTD Return | -3.18% | -2.42% |
| 1Y Return | 9.77% | 12.85% |
| 3Y Return (Ann) | 0.60% | 6.56% |
| 5Y Return (Ann) | 21.73% | 14.78% |
| 10Y Return (Ann) | 15.26% | 13.82% |
| Sharpe Ratio | 0.64 | 0.66 |
| Daily Std Dev | 15.28% | 21.00% |
| Max Drawdown | -56.92% | -67.42% |
| Current Drawdown | -19.13% | -6.50% |
Correlation
The correlation between BFGFX and OBMCX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BFGFX vs. OBMCX - Performance Comparison
In the year-to-date period, BFGFX achieves a -3.18% return, which is significantly lower than OBMCX's -2.42% return. Over the past 10 years, BFGFX has outperformed OBMCX with an annualized return of 15.26%, while OBMCX has yielded a comparatively lower 13.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BFGFX vs. OBMCX - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
BFGFX vs. OBMCX - Risk-Adjusted Performance 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.
Dividends
BFGFX vs. OBMCX - Dividend Comparison
Neither BFGFX nor OBMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% | 0.60% | 1.22% |
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% | 8.03% | 0.00% |
Drawdowns
BFGFX vs. OBMCX - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.92%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for BFGFX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
BFGFX vs. OBMCX - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 4.59%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 6.11%. 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.