FCAGX vs. OBMCX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Oberweis Micro Cap Fund (OBMCX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. 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: FCAGX or OBMCX.
Key characteristics
| FCAGX | OBMCX | |
|---|---|---|
| YTD Return | 30.75% | 29.38% |
| 1Y Return | 54.39% | 52.16% |
| 3Y Return (Ann) | 0.54% | 2.22% |
| 5Y Return (Ann) | 6.67% | 17.68% |
| 10Y Return (Ann) | 7.62% | 9.95% |
| Sharpe Ratio | 2.85 | 2.33 |
| Sortino Ratio | 3.74 | 3.09 |
| Omega Ratio | 1.47 | 1.38 |
| Calmar Ratio | 1.36 | 1.78 |
| Martin Ratio | 17.33 | 13.25 |
| Ulcer Index | 3.26% | 4.06% |
| Daily Std Dev | 19.78% | 23.18% |
| Max Drawdown | -59.24% | -81.09% |
| Current Drawdown | -9.71% | 0.00% |
Correlation
The correlation between FCAGX and OBMCX is 0.89, 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
FCAGX vs. OBMCX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FCAGX having a 30.75% return and OBMCX slightly lower at 29.38%. Over the past 10 years, FCAGX has underperformed OBMCX with an annualized return of 7.62%, while OBMCX has yielded a comparatively higher 9.95% 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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FCAGX vs. OBMCX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
FCAGX vs. OBMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) 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
FCAGX vs. OBMCX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 0.66%, while OBMCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% | 17.23% |
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
FCAGX vs. OBMCX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -59.24%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for FCAGX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
FCAGX vs. OBMCX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) is 5.70%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 6.29%. This indicates that FCAGX 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.