FSSAX vs. OBMCX
Compare and contrast key facts about Franklin Small Cap Growth Fund (FSSAX) and Oberweis Micro Cap Fund (OBMCX).
FSSAX is managed by Franklin Templeton. It was launched on May 1, 2000. 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: FSSAX or OBMCX.
Key characteristics
| FSSAX | OBMCX | |
|---|---|---|
| YTD Return | 7.02% | 15.53% |
| 1Y Return | 22.91% | 24.57% |
| 3Y Return (Ann) | -3.36% | 11.37% |
| 5Y Return (Ann) | 8.18% | 20.86% |
| 10Y Return (Ann) | 8.87% | 16.00% |
| Sharpe Ratio | 1.14 | 1.06 |
| Daily Std Dev | 19.87% | 23.25% |
| Max Drawdown | -59.61% | -67.42% |
| Current Drawdown | -13.94% | -4.06% |
Correlation
The correlation between FSSAX and OBMCX is 0.86, 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
FSSAX vs. OBMCX - Performance Comparison
In the year-to-date period, FSSAX achieves a 7.02% return, which is significantly lower than OBMCX's 15.53% return. Over the past 10 years, FSSAX has underperformed OBMCX with an annualized return of 8.87%, while OBMCX has yielded a comparatively higher 16.00% 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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FSSAX vs. OBMCX - Expense Ratio Comparison
FSSAX has a 0.78% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
FSSAX vs. OBMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) 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
FSSAX vs. OBMCX - Dividend Comparison
Neither FSSAX nor OBMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSSAX Franklin Small Cap Growth Fund | 0.00% | 0.00% | 0.54% | 16.49% | 9.31% | 6.09% | 22.72% | 1.77% | 0.00% | 1.92% | 4.21% |
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% | 8.03% |
Drawdowns
FSSAX vs. OBMCX - Drawdown Comparison
The maximum FSSAX drawdown since its inception was -59.61%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for FSSAX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
FSSAX vs. OBMCX - Volatility Comparison
The current volatility for Franklin Small Cap Growth Fund (FSSAX) is 6.01%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 7.46%. This indicates that FSSAX 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.