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 Fund Advisors LP. It was launched on Dec 23, 1981. 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: DFSCX or OBMCX.
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.
Performance
DFSCX vs. OBMCX - Performance Comparison
Key characteristics
DFSCX:
0.59
OBMCX:
1.06
DFSCX:
1.00
OBMCX:
1.57
DFSCX:
1.12
OBMCX:
1.19
DFSCX:
0.22
OBMCX:
1.07
DFSCX:
3.16
OBMCX:
5.63
DFSCX:
3.80%
OBMCX:
4.31%
DFSCX:
20.30%
OBMCX:
22.85%
DFSCX:
-97.78%
OBMCX:
-81.09%
DFSCX:
-47.41%
OBMCX:
-6.08%
Returns By Period
In the year-to-date period, DFSCX achieves a 12.45% return, which is significantly lower than OBMCX's 24.46% return. Over the past 10 years, DFSCX has underperformed OBMCX with an annualized return of 8.63%, while OBMCX has yielded a comparatively higher 9.80% annualized return.
DFSCX
12.45%
-6.42%
12.62%
11.98%
10.57%
8.63%
OBMCX
24.46%
-4.35%
14.93%
24.30%
15.84%
9.80%
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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.
Risk-Adjusted Performance
DFSCX vs. OBMCX - Risk-Adjusted Performance 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.
Dividends
DFSCX vs. OBMCX - Dividend Comparison
DFSCX's dividend yield for the trailing twelve months is around 0.73%, while OBMCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSCX DFA U.S. Micro Cap Portfolio | 0.73% | 1.04% | 1.08% | 0.92% | 0.87% | 0.81% | 0.83% | 0.78% | 0.74% | 0.89% | 0.71% | 0.52% |
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFSCX vs. OBMCX - Drawdown Comparison
The maximum DFSCX drawdown since its inception was -97.78%, which is greater than OBMCX's maximum drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for DFSCX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
DFSCX vs. OBMCX - Volatility Comparison
The current volatility for DFA U.S. Micro Cap Portfolio (DFSCX) is 5.36%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 5.79%. 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.