JSCGX vs. OBMCX
JSCGX (Jacob Small Cap Growth Fund) and OBMCX (Oberweis Micro Cap Fund) are both Small Cap Growth Equities funds. Over the past 10 years, JSCGX returned 6.60%/yr vs 20.12%/yr for OBMCX. Their correlation of 0.81 means they have usually moved in the same direction. JSCGX charges 1.97%/yr vs 1.48%/yr for OBMCX.
Performance
JSCGX vs. OBMCX - Performance Comparison
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Returns By Period
In the year-to-date period, JSCGX achieves a -25.96% return, which is significantly lower than OBMCX's 35.57% return. Over the past 10 years, JSCGX has underperformed OBMCX with an annualized return of 6.60%, while OBMCX has yielded a comparatively higher 20.12% annualized return.
JSCGX
- 1D
- 1.40%
- 1M
- -6.47%
- 6M
- -16.13%
- YTD
- -25.96%
- 1Y
- -6.43%
- 3Y*
- 6.20%
- 5Y*
- -8.61%
- 10Y*
- 6.60%
- ALL TIME*
- 6.28%
OBMCX
- 1D
- 5.04%
- 1M
- -6.99%
- 6M
- 28.25%
- YTD
- 35.57%
- 1Y
- 52.75%
- 3Y*
- 22.46%
- 5Y*
- 18.01%
- 10Y*
- 20.12%
- ALL TIME*
- 11.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JSCGX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSCGX Jacob Small Cap Growth Fund | -25.96% | 41.65% | 12.89% | 18.74% | -50.37% | -0.60% | 60.95% | 20.04% | 8.26% | 20.61% |
OBMCX Oberweis Micro Cap Fund | 35.57% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Correlation
The correlation between JSCGX and OBMCX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2010 | 0.81 |
Over the past year, the correlation between JSCGX and OBMCX has dropped to 0.53 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
JSCGX vs. OBMCX — Risk / Return Rank
JSCGX
OBMCX
JSCGX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Small Cap Growth Fund (JSCGX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JSCGX | OBMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.30 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 2.99 | -3.27 |
| Martin ratioReturn relative to average drawdown | -0.50 | 12.18 | -12.68 |
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Drawdowns
JSCGX vs. OBMCX - Drawdown Comparison
The maximum JSCGX drawdown since its inception was -70.07%, roughly equal to the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for JSCGX and OBMCX.
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Drawdown Indicators
| JSCGX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.07% | -68.24% | -1.83% |
Max Drawdown (1Y)Largest decline over 1 year | -32.69% | -17.19% | -15.50% |
Max Drawdown (3Y)Largest decline over 3 years | -32.69% | -28.11% | -4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -67.86% | -28.11% | -39.75% |
Max Drawdown (10Y)Largest decline over 10 years | -70.07% | -50.04% | -20.03% |
Current DrawdownCurrent decline from peak | -48.66% | -13.01% | -35.65% |
Average DrawdownAverage peak-to-trough decline | -25.30% | -16.36% | -8.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.20% | 4.21% | +13.99% |
Volatility
JSCGX vs. OBMCX - Volatility Comparison
The current volatility for Jacob Small Cap Growth Fund (JSCGX) is 6.85%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 11.67%. This indicates that JSCGX 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.
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Volatility by Period
| JSCGX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 11.67% | -4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 21.49% | 23.58% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.83% | 28.71% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.28% | 26.80% | +9.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.78% | 26.25% | +6.53% |
JSCGX vs. OBMCX - Expense Ratio Comparison
JSCGX has a 1.97% expense ratio, which is higher than OBMCX's 1.48% expense ratio.
Dividends
JSCGX vs. OBMCX - Dividend Comparison
JSCGX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 1.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSCGX Jacob Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.09% | 13.69% | 2.57% | 1.13% | 0.00% | 0.00% | 0.59% |
OBMCX Oberweis Micro Cap Fund | 1.04% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Frequently Asked Questions
JSCGX and OBMCX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBMCX has higher volatility (11.67%) compared to JSCGX (6.85%). In terms of maximum drawdown, JSCGX dropped -70.07% vs OBMCX's -68.24%.
OBMCX currently has the higher Sharpe Ratio (1.79 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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