NWKDX vs. OBMCX
Compare and contrast key facts about Nationwide Geneva Small Cap Growth Fund (NWKDX) and Oberweis Micro Cap Fund (OBMCX).
NWKDX is managed by Nationwide. It was launched on Jun 12, 2009. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
NWKDX vs. OBMCX - Performance Comparison
Loading graphics...
NWKDX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | -6.90% | -8.35% | 13.47% | 19.56% | -24.48% | 12.47% | 32.69% | 28.33% | -0.89% | 22.21% |
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Returns By Period
In the year-to-date period, NWKDX achieves a -6.90% return, which is significantly lower than OBMCX's 13.51% return. Over the past 10 years, NWKDX has underperformed OBMCX with an annualized return of 8.51%, while OBMCX has yielded a comparatively higher 19.20% annualized return.
NWKDX
- 1D
- -0.44%
- 1M
- -10.85%
- YTD
- -6.90%
- 6M
- -7.43%
- 1Y
- -6.44%
- 3Y*
- 2.25%
- 5Y*
- -0.93%
- 10Y*
- 8.51%
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NWKDX vs. OBMCX - Expense Ratio Comparison
NWKDX has a 0.94% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
NWKDX vs. OBMCX — Risk / Return Rank
NWKDX
OBMCX
NWKDX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Small Cap Growth Fund (NWKDX) 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.
| NWKDX | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 1.82 | -2.10 |
Sortino ratioReturn per unit of downside risk | -0.29 | 2.42 | -2.71 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.33 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.54 | 3.82 | -4.37 |
Martin ratioReturn relative to average drawdown | -1.69 | 13.69 | -15.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NWKDX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 1.82 | -2.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.57 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.75 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.42 | -0.02 |
Correlation
The correlation between NWKDX and OBMCX is 0.86, 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.
Dividends
NWKDX vs. OBMCX - Dividend Comparison
NWKDX's dividend yield for the trailing twelve months is around 2.82%, more than OBMCX's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | 2.82% | 2.62% | 3.31% | 0.71% | 1.80% | 8.46% | 0.45% | 2.12% | 6.11% | 4.65% | 0.16% | 5.02% |
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
NWKDX vs. OBMCX - Drawdown Comparison
The maximum NWKDX drawdown since its inception was -34.81%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for NWKDX and OBMCX.
Loading graphics...
Drawdown Indicators
| NWKDX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.81% | -68.24% | +33.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -12.68% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -32.66% | -28.11% | -4.55% |
Max Drawdown (10Y)Largest decline over 10 years | -34.81% | -50.04% | +15.23% |
Current DrawdownCurrent decline from peak | -21.97% | -5.04% | -16.93% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -16.51% | +7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.54% | +0.84% |
Volatility
NWKDX vs. OBMCX - Volatility Comparison
The current volatility for Nationwide Geneva Small Cap Growth Fund (NWKDX) is 5.22%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 12.02%. This indicates that NWKDX 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.
Loading graphics...
Volatility by Period
| NWKDX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 12.02% | -6.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 19.34% | -7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.37% | 27.49% | -7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.48% | 26.14% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 25.73% | -4.62% |