FGILX vs. OBIOX

In the year-to-date period, FGILX achieves a 9.90% return, which is significantly lower than OBIOX's 13.19% return. Over the past 10 years, FGILX has outperformed OBIOX with an annualized return of 7.14%, while OBIOX has yielded a comparatively lower 5.08% annualized return.

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FGILX has a 1.02% expense ratio, which is lower than OBIOX's 1.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity Income Fund (FGILX) and Oberweis International Opportunities Fund (OBIOX). 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.

The current FGILX Sharpe Ratio is 0.86, which is comparable to the OBIOX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FGILX and OBIOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGILX's dividend yield for the trailing twelve months is around 1.02%, less than OBIOX's 1.13% yield.

The maximum FGILX drawdown since its inception was -30.59%, smaller than the maximum OBIOX drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for FGILX and OBIOX. For additional features, visit the drawdowns tool.

Fidelity Global Equity Income Fund (FGILX) has a higher volatility of 3.62% compared to Oberweis International Opportunities Fund (OBIOX) at 3.06%. This indicates that FGILX's price experiences larger fluctuations and is considered to be riskier than OBIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.