MSMLX vs. OBEMX
Compare and contrast key facts about Matthews Emerging Markets Small Companies Fund (MSMLX) and Oberweis Emerging Markets Fund (OBEMX).
MSMLX is managed by Matthews Asia Funds. It was launched on Sep 14, 2008. OBEMX is managed by Oberweis. It was launched on Apr 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSMLX or OBEMX.
Correlation
The correlation between MSMLX and OBEMX is 0.80, 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.
Performance
MSMLX vs. OBEMX - Performance Comparison
Key characteristics
Returns By Period
MSMLX
-3.60%
-3.76%
-11.18%
-8.23%
5.47%
1.05%
OBEMX
N/A
N/A
N/A
N/A
N/A
N/A
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MSMLX vs. OBEMX - Expense Ratio Comparison
MSMLX has a 1.37% expense ratio, which is lower than OBEMX's 1.75% expense ratio.
Risk-Adjusted Performance
MSMLX vs. OBEMX — Risk-Adjusted Performance Rank
MSMLX
OBEMX
MSMLX vs. OBEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Emerging Markets Small Companies Fund (MSMLX) and Oberweis Emerging Markets Fund (OBEMX). 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.
Dividends
MSMLX vs. OBEMX - Dividend Comparison
MSMLX's dividend yield for the trailing twelve months is around 3.43%, while OBEMX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSMLX Matthews Emerging Markets Small Companies Fund | 3.43% | 3.31% | 1.59% | 0.39% | 0.00% | 0.21% | 0.51% | 0.49% | 0.43% | 0.43% | 0.13% | 0.39% |
OBEMX Oberweis Emerging Markets Fund | 129.08% | 129.08% | 0.51% | 2.78% | 14.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MSMLX vs. OBEMX - Drawdown Comparison
Volatility
MSMLX vs. OBEMX - Volatility Comparison
Matthews Emerging Markets Small Companies Fund (MSMLX) has a higher volatility of 5.01% compared to Oberweis Emerging Markets Fund (OBEMX) at 0.00%. This indicates that MSMLX's price experiences larger fluctuations and is considered to be riskier than OBEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.