DMCRX vs. OBMCX
Compare and contrast key facts about Driehaus Micro Cap Growth Fund (DMCRX) and Oberweis Micro Cap Fund (OBMCX).
DMCRX is managed by Driehaus. It was launched on Nov 18, 2013. 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: DMCRX or OBMCX.
Correlation
The correlation between DMCRX and OBMCX is 0.90, 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
DMCRX vs. OBMCX - Performance Comparison
Key characteristics
DMCRX:
0.72
OBMCX:
1.10
DMCRX:
1.14
OBMCX:
1.60
DMCRX:
1.13
OBMCX:
1.19
DMCRX:
0.32
OBMCX:
1.19
DMCRX:
3.07
OBMCX:
5.30
DMCRX:
6.07%
OBMCX:
4.79%
DMCRX:
25.60%
OBMCX:
22.73%
DMCRX:
-66.09%
OBMCX:
-81.09%
DMCRX:
-48.36%
OBMCX:
-6.94%
Returns By Period
In the year-to-date period, DMCRX achieves a -2.29% return, which is significantly lower than OBMCX's 2.88% return. Over the past 10 years, DMCRX has underperformed OBMCX with an annualized return of 2.24%, while OBMCX has yielded a comparatively higher 10.78% annualized return.
DMCRX
-2.29%
-2.43%
8.05%
13.69%
0.41%
2.24%
OBMCX
2.88%
0.89%
7.71%
18.62%
15.24%
10.78%
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DMCRX vs. OBMCX - Expense Ratio Comparison
DMCRX has a 1.38% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
DMCRX vs. OBMCX — Risk-Adjusted Performance Rank
DMCRX
OBMCX
DMCRX vs. OBMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Micro Cap Growth Fund (DMCRX) 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
DMCRX vs. OBMCX - Dividend Comparison
DMCRX's dividend yield for the trailing twelve months is around 2.21%, while OBMCX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
DMCRX Driehaus Micro Cap Growth Fund | 2.21% | 2.16% | 0.87% | 0.00% | 0.00% | 0.00% | 0.15% |
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DMCRX vs. OBMCX - Drawdown Comparison
The maximum DMCRX drawdown since its inception was -66.09%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for DMCRX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
DMCRX vs. OBMCX - Volatility Comparison
Driehaus Micro Cap Growth Fund (DMCRX) has a higher volatility of 7.69% compared to Oberweis Micro Cap Fund (OBMCX) at 6.27%. This indicates that DMCRX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.