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HFMDX vs. OBMCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HFMDX and OBMCX is 0.76, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

HFMDX vs. OBMCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Oberweis Micro Cap Fund (OBMCX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%250.00%NovemberDecember2025FebruaryMarchApril
148.77%
64.00%
HFMDX
OBMCX

Key characteristics

Sharpe Ratio

HFMDX:

-0.45

OBMCX:

0.23

Sortino Ratio

HFMDX:

-0.42

OBMCX:

0.51

Omega Ratio

HFMDX:

0.94

OBMCX:

1.06

Calmar Ratio

HFMDX:

-0.34

OBMCX:

0.21

Martin Ratio

HFMDX:

-0.83

OBMCX:

0.64

Ulcer Index

HFMDX:

15.72%

OBMCX:

9.93%

Daily Std Dev

HFMDX:

28.90%

OBMCX:

28.12%

Max Drawdown

HFMDX:

-71.75%

OBMCX:

-81.09%

Current Drawdown

HFMDX:

-32.57%

OBMCX:

-20.91%

Returns By Period

In the year-to-date period, HFMDX achieves a -13.63% return, which is significantly lower than OBMCX's -12.56% return. Over the past 10 years, HFMDX has underperformed OBMCX with an annualized return of -0.07%, while OBMCX has yielded a comparatively higher 8.28% annualized return.


HFMDX

YTD

-13.63%

1M

-7.18%

6M

-25.48%

1Y

-13.01%

5Y*

18.05%

10Y*

-0.07%

OBMCX

YTD

-12.56%

1M

-3.76%

6M

-10.16%

1Y

6.97%

5Y*

19.38%

10Y*

8.28%

*Annualized

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HFMDX vs. OBMCX - Expense Ratio Comparison

HFMDX has a 1.36% expense ratio, which is lower than OBMCX's 1.48% expense ratio.


Expense ratio chart for OBMCX: current value is 1.48%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
OBMCX: 1.48%
Expense ratio chart for HFMDX: current value is 1.36%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HFMDX: 1.36%

Risk-Adjusted Performance

HFMDX vs. OBMCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HFMDX
The Risk-Adjusted Performance Rank of HFMDX is 55
Overall Rank
The Sharpe Ratio Rank of HFMDX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of HFMDX is 55
Sortino Ratio Rank
The Omega Ratio Rank of HFMDX is 55
Omega Ratio Rank
The Calmar Ratio Rank of HFMDX is 33
Calmar Ratio Rank
The Martin Ratio Rank of HFMDX is 66
Martin Ratio Rank

OBMCX
The Risk-Adjusted Performance Rank of OBMCX is 3737
Overall Rank
The Sharpe Ratio Rank of OBMCX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of OBMCX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of OBMCX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of OBMCX is 3939
Calmar Ratio Rank
The Martin Ratio Rank of OBMCX is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HFMDX vs. OBMCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) 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 chart of Sharpe ratio for HFMDX, currently valued at -0.45, compared to the broader market-1.000.001.002.003.00
HFMDX: -0.45
OBMCX: 0.23
The chart of Sortino ratio for HFMDX, currently valued at -0.42, compared to the broader market-2.000.002.004.006.008.00
HFMDX: -0.42
OBMCX: 0.51
The chart of Omega ratio for HFMDX, currently valued at 0.94, compared to the broader market0.501.001.502.002.503.00
HFMDX: 0.94
OBMCX: 1.06
The chart of Calmar ratio for HFMDX, currently valued at -0.34, compared to the broader market0.002.004.006.008.0010.00
HFMDX: -0.34
OBMCX: 0.21
The chart of Martin ratio for HFMDX, currently valued at -0.83, compared to the broader market0.0010.0020.0030.0040.0050.00
HFMDX: -0.83
OBMCX: 0.64

The current HFMDX Sharpe Ratio is -0.45, which is lower than the OBMCX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of HFMDX 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
-0.45
0.23
HFMDX
OBMCX

Dividends

HFMDX vs. OBMCX - Dividend Comparison

HFMDX's dividend yield for the trailing twelve months is around 0.23%, while OBMCX has not paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
HFMDX
Hennessy Cornerstone Mid Cap 30 Fund
0.23%0.19%0.00%0.00%1.73%0.00%0.00%0.00%0.00%0.00%0.14%
OBMCX
Oberweis Micro Cap Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HFMDX vs. OBMCX - Drawdown Comparison

The maximum HFMDX drawdown since its inception was -71.75%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for HFMDX and OBMCX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-32.57%
-20.91%
HFMDX
OBMCX

Volatility

HFMDX vs. OBMCX - Volatility Comparison

The current volatility for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) is 14.20%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 15.27%. This indicates that HFMDX 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.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
14.20%
15.27%
HFMDX
OBMCX