FRSGX vs. OBMCX
Compare and contrast key facts about Franklin Small-Mid Cap Growth Fund (FRSGX) and Oberweis Micro Cap Fund (OBMCX).
FRSGX is managed by Franklin Templeton. It was launched on Feb 14, 1992. 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: FRSGX or OBMCX.
Correlation
The correlation between FRSGX and OBMCX is 0.80, 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
FRSGX vs. OBMCX - Performance Comparison
Key characteristics
FRSGX:
0.97
OBMCX:
0.97
FRSGX:
1.40
OBMCX:
1.42
FRSGX:
1.18
OBMCX:
1.17
FRSGX:
0.33
OBMCX:
1.03
FRSGX:
3.66
OBMCX:
4.57
FRSGX:
3.92%
OBMCX:
4.80%
FRSGX:
14.78%
OBMCX:
22.69%
FRSGX:
-72.02%
OBMCX:
-81.09%
FRSGX:
-29.82%
OBMCX:
-6.14%
Returns By Period
In the year-to-date period, FRSGX achieves a 6.85% return, which is significantly higher than OBMCX's 3.77% return. Over the past 10 years, FRSGX has underperformed OBMCX with an annualized return of 0.87%, while OBMCX has yielded a comparatively higher 10.87% annualized return.
FRSGX
6.85%
2.70%
15.54%
14.87%
3.20%
0.87%
OBMCX
3.77%
0.93%
9.10%
20.72%
15.09%
10.87%
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FRSGX vs. OBMCX - Expense Ratio Comparison
FRSGX has a 0.85% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
FRSGX vs. OBMCX — Risk-Adjusted Performance Rank
FRSGX
OBMCX
FRSGX vs. OBMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Small-Mid Cap Growth Fund (FRSGX) 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
FRSGX vs. OBMCX - Dividend Comparison
Neither FRSGX nor OBMCX has paid dividends to shareholders.
Drawdowns
FRSGX vs. OBMCX - Drawdown Comparison
The maximum FRSGX drawdown since its inception was -72.02%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for FRSGX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
FRSGX vs. OBMCX - Volatility Comparison
The current volatility for Franklin Small-Mid Cap Growth Fund (FRSGX) is 3.59%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 6.32%. This indicates that FRSGX 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.