DFSCX vs. OBMCX
Compare and contrast key facts about DFA U.S. Micro Cap Portfolio (DFSCX) and Oberweis Micro Cap Fund (OBMCX).
DFSCX is managed by Dimensional. It was launched on Dec 23, 1981. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
DFSCX vs. OBMCX - Performance Comparison
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DFSCX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFSCX DFA U.S. Micro Cap Portfolio | 1.62% | 9.65% | 11.43% | 17.93% | -12.49% | 33.70% | 6.61% | 20.68% | -11.60% | 10.92% |
OBMCX Oberweis Micro Cap Fund | 8.96% | 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, DFSCX achieves a 1.62% return, which is significantly lower than OBMCX's 8.96% return. Over the past 10 years, DFSCX has underperformed OBMCX with an annualized return of 9.92%, while OBMCX has yielded a comparatively higher 18.72% annualized return.
DFSCX
- 1D
- -0.81%
- 1M
- -5.81%
- YTD
- 1.62%
- 6M
- 3.98%
- 1Y
- 22.54%
- 3Y*
- 12.53%
- 5Y*
- 7.14%
- 10Y*
- 9.92%
OBMCX
- 1D
- -3.56%
- 1M
- -5.54%
- YTD
- 8.96%
- 6M
- 7.64%
- 1Y
- 43.65%
- 3Y*
- 18.71%
- 5Y*
- 14.63%
- 10Y*
- 18.72%
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DFSCX vs. OBMCX - Expense Ratio Comparison
DFSCX has a 0.41% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
DFSCX vs. OBMCX — Risk / Return Rank
DFSCX
OBMCX
DFSCX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Micro Cap Portfolio (DFSCX) 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.
| DFSCX | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.57 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.15 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 3.08 | -1.68 |
Martin ratioReturn relative to average drawdown | 5.67 | 11.08 | -5.42 |
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
| DFSCX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.57 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.56 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.73 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.41 | +0.18 |
Correlation
The correlation between DFSCX and OBMCX is 0.85, 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
DFSCX vs. OBMCX - Dividend Comparison
DFSCX's dividend yield for the trailing twelve months is around 0.94%, less than OBMCX's 1.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSCX DFA U.S. Micro Cap Portfolio | 0.94% | 1.03% | 0.97% | 2.48% | 5.16% | 10.77% | 0.87% | 2.80% | 5.50% | 5.05% | 0.90% | 6.33% |
OBMCX Oberweis Micro Cap Fund | 1.29% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
DFSCX vs. OBMCX - Drawdown Comparison
The maximum DFSCX drawdown since its inception was -63.07%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for DFSCX and OBMCX.
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Drawdown Indicators
| DFSCX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.07% | -68.24% | +5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.51% | -12.68% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -28.11% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -46.88% | -50.04% | +3.16% |
Current DrawdownCurrent decline from peak | -7.45% | -8.84% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -9.95% | -16.51% | +6.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.53% | -0.07% |
Volatility
DFSCX vs. OBMCX - Volatility Comparison
The current volatility for DFA U.S. Micro Cap Portfolio (DFSCX) is 5.39%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 11.54%. This indicates that DFSCX 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
| DFSCX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 11.54% | -6.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 18.92% | -6.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 27.25% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.09% | 26.10% | -5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 25.70% | -3.07% |