LMIYX vs. OBMCX

In the year-to-date period, LMIYX achieves a -9.18% return, which is significantly lower than OBMCX's -7.74% return. Over the past 10 years, LMIYX has underperformed OBMCX with an annualized return of 12.99%, while OBMCX has yielded a comparatively higher 15.34% annualized return.

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LMIYX has a 1.12% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Micro Cap Growth Fund (LMIYX) 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 LMIYX Sharpe Ratio is 0.27, which is higher than the OBMCX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of LMIYX 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.

LMIYX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 2.75%.

The maximum LMIYX drawdown since its inception was -61.35%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for LMIYX and OBMCX.

The current volatility for Lord Abbett Micro Cap Growth Fund (LMIYX) is 4.99%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 5.54%. This indicates that LMIYX 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.