OBCHX vs. FHKAX
Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and Fidelity Advisor China Region Fund Class A (FHKAX).
OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. FHKAX is managed by Fidelity. It was launched on May 9, 2008.
Performance
OBCHX vs. FHKAX - Performance Comparison
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OBCHX vs. FHKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 7.49% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
FHKAX Fidelity Advisor China Region Fund Class A | 8.27% | 42.19% | 22.84% | -0.60% | -24.09% | -13.95% | 47.37% | 34.71% | -17.67% | 51.46% |
Returns By Period
In the year-to-date period, OBCHX achieves a 7.49% return, which is significantly lower than FHKAX's 8.27% return. Over the past 10 years, OBCHX has underperformed FHKAX with an annualized return of 8.25%, while FHKAX has yielded a comparatively higher 12.13% annualized return.
OBCHX
- 1D
- 0.49%
- 1M
- -6.43%
- YTD
- 7.49%
- 6M
- 2.30%
- 1Y
- 31.92%
- 3Y*
- 15.28%
- 5Y*
- -1.95%
- 10Y*
- 8.25%
FHKAX
- 1D
- 2.70%
- 1M
- -6.17%
- YTD
- 8.27%
- 6M
- 7.69%
- 1Y
- 45.99%
- 3Y*
- 20.61%
- 5Y*
- 2.65%
- 10Y*
- 12.13%
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OBCHX vs. FHKAX - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than FHKAX's 1.21% expense ratio.
Return for Risk
OBCHX vs. FHKAX — Risk / Return Rank
OBCHX
FHKAX
OBCHX vs. FHKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and Fidelity Advisor China Region Fund Class A (FHKAX). 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.
| OBCHX | FHKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 2.05 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.60 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.91 | -1.17 |
Martin ratioReturn relative to average drawdown | 6.92 | 11.16 | -4.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OBCHX | FHKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 2.05 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.11 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.55 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.32 | +0.07 |
Correlation
The correlation between OBCHX and FHKAX is 0.83, 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
OBCHX vs. FHKAX - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than FHKAX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 0.94% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
FHKAX Fidelity Advisor China Region Fund Class A | 1.47% | 1.59% | 1.22% | 1.58% | 0.59% | 10.80% | 4.71% | 0.38% | 0.39% | 0.21% | 0.99% | 15.33% |
Drawdowns
OBCHX vs. FHKAX - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, which is greater than FHKAX's maximum drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for OBCHX and FHKAX.
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Drawdown Indicators
| OBCHX | FHKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -58.62% | -15.41% |
Max Drawdown (1Y)Largest decline over 1 year | -18.27% | -15.91% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -54.04% | +1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -58.62% | -0.85% |
Current DrawdownCurrent decline from peak | -28.35% | -8.41% | -19.94% |
Average DrawdownAverage peak-to-trough decline | -25.77% | -19.15% | -6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 4.16% | +0.50% |
Volatility
OBCHX vs. FHKAX - Volatility Comparison
The current volatility for Oberweis China Opportunities Fund (OBCHX) is 7.51%, while Fidelity Advisor China Region Fund Class A (FHKAX) has a volatility of 9.77%. This indicates that OBCHX experiences smaller price fluctuations and is considered to be less risky than FHKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | FHKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 9.77% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.25% | 16.54% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.37% | 23.25% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 23.98% | +2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 22.10% | +2.88% |