FSSZX vs. OBMCX

In the year-to-date period, FSSZX achieves a -6.20% return, which is significantly higher than OBMCX's -7.74% return.

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FSSZX has a 0.79% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) 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.

The current FSSZX Sharpe Ratio is -0.03, which is lower than the OBMCX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of FSSZX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSSZX's dividend yield for the trailing twelve months is around 3.12%, more than OBMCX's 2.75% yield.

The maximum FSSZX drawdown since its inception was -38.43%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for FSSZX and OBMCX.

Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) has a higher volatility of 6.24% compared to Oberweis Micro Cap Fund (OBMCX) at 5.54%. This indicates that FSSZX'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.