FTXNX vs. OBMCX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Oberweis Micro Cap Fund (OBMCX).
FTXNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 21, 2017. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
FTXNX vs. OBMCX - Performance Comparison
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FTXNX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 1.90% | 12.10% | 28.50% | 32.77% | -27.66% | 25.16% | 50.97% | 18.83% | -3.91% |
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -14.36% |
Returns By Period
In the year-to-date period, FTXNX achieves a 1.90% return, which is significantly lower than OBMCX's 13.51% return.
FTXNX
- 1D
- 5.48%
- 1M
- -7.16%
- YTD
- 1.90%
- 6M
- 3.24%
- 1Y
- 33.07%
- 3Y*
- 19.98%
- 5Y*
- 9.94%
- 10Y*
- —
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
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FTXNX vs. OBMCX - Expense Ratio Comparison
FTXNX has a 1.44% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
FTXNX vs. OBMCX — Risk / Return Rank
FTXNX
OBMCX
FTXNX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) 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.
| FTXNX | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.82 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.42 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 3.82 | -1.73 |
Martin ratioReturn relative to average drawdown | 8.42 | 13.69 | -5.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTXNX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.82 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.57 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Correlation
The correlation between FTXNX 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.
Dividends
FTXNX vs. OBMCX - Dividend Comparison
FTXNX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 17.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
FTXNX vs. OBMCX - Drawdown Comparison
The maximum FTXNX drawdown since its inception was -45.22%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for FTXNX and OBMCX.
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Drawdown Indicators
| FTXNX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.22% | -68.24% | +23.02% |
Max Drawdown (1Y)Largest decline over 1 year | -15.80% | -12.68% | -3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -39.68% | -28.11% | -11.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.04% | — |
Current DrawdownCurrent decline from peak | -7.61% | -5.04% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -12.82% | -16.51% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 3.54% | +0.39% |
Volatility
FTXNX vs. OBMCX - Volatility Comparison
Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 12.44% and 12.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTXNX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.44% | 12.02% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 21.02% | 19.34% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.18% | 27.49% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.55% | 26.14% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.67% | 25.73% | +1.94% |