LMIYX vs. OBMCX

In the year-to-date period, LMIYX achieves a -2.11% return, which is significantly lower than OBMCX's 1.64% return. Over the past 10 years, LMIYX has underperformed OBMCX with an annualized return of 3.43%, while OBMCX has yielded a comparatively higher 10.69% 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 0.79, which is comparable to the OBMCX Sharpe Ratio of 0.80. 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.

Neither LMIYX nor OBMCX has paid dividends to shareholders.

The maximum LMIYX drawdown since its inception was -61.35%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for LMIYX and OBMCX. For additional features, visit the drawdowns tool.

Lord Abbett Micro Cap Growth Fund (LMIYX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 5.96% and 6.15%, 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.