OBCHX vs. MCSMX
Compare and contrast key facts about Oberweis China Opportunities Fund (OBCHX) and Matthews China Small Companies Fund (MCSMX).
OBCHX is managed by Oberweis. It was launched on Oct 2, 2005. MCSMX is managed by Matthews. It was launched on May 30, 2011.
Performance
OBCHX vs. MCSMX - Performance Comparison
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OBCHX vs. MCSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBCHX Oberweis China Opportunities Fund | 6.97% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
MCSMX Matthews China Small Companies Fund | 10.66% | 28.85% | 2.82% | -17.50% | -31.25% | 6.71% | 82.73% | 35.41% | -17.65% | 53.71% |
Returns By Period
In the year-to-date period, OBCHX achieves a 6.97% return, which is significantly lower than MCSMX's 10.66% return. Over the past 10 years, OBCHX has underperformed MCSMX with an annualized return of 8.19%, while MCSMX has yielded a comparatively higher 11.23% annualized return.
OBCHX
- 1D
- -0.19%
- 1M
- -7.14%
- YTD
- 6.97%
- 6M
- 2.41%
- 1Y
- 32.11%
- 3Y*
- 15.09%
- 5Y*
- -1.66%
- 10Y*
- 8.19%
MCSMX
- 1D
- -0.63%
- 1M
- -10.72%
- YTD
- 10.66%
- 6M
- 6.47%
- 1Y
- 31.98%
- 3Y*
- 6.45%
- 5Y*
- -2.56%
- 10Y*
- 11.23%
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OBCHX vs. MCSMX - Expense Ratio Comparison
OBCHX has a 2.03% expense ratio, which is higher than MCSMX's 1.41% expense ratio.
Return for Risk
OBCHX vs. MCSMX — Risk / Return Rank
OBCHX
MCSMX
OBCHX vs. MCSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis China Opportunities Fund (OBCHX) and Matthews China Small Companies Fund (MCSMX). 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 | MCSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.48 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.94 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.29 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.32 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.18 | 4.46 | +1.72 |
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 | MCSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.48 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | -0.11 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.51 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.34 | +0.05 |
Correlation
The correlation between OBCHX and MCSMX 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. MCSMX - Dividend Comparison
OBCHX's dividend yield for the trailing twelve months is around 0.94%, less than MCSMX's 2.01% 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% |
MCSMX Matthews China Small Companies Fund | 2.01% | 2.23% | 1.35% | 2.36% | 1.78% | 26.38% | 16.98% | 1.03% | 2.25% | 5.66% | 4.79% | 8.88% |
Drawdowns
OBCHX vs. MCSMX - Drawdown Comparison
The maximum OBCHX drawdown since its inception was -74.03%, which is greater than MCSMX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for OBCHX and MCSMX.
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Drawdown Indicators
| OBCHX | MCSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.03% | -55.77% | -18.26% |
Max Drawdown (1Y)Largest decline over 1 year | -18.58% | -15.69% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -52.17% | -53.98% | +1.81% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -55.77% | -3.70% |
Current DrawdownCurrent decline from peak | -28.69% | -24.92% | -3.77% |
Average DrawdownAverage peak-to-trough decline | -25.77% | -20.31% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 5.63% | -0.99% |
Volatility
OBCHX vs. MCSMX - Volatility Comparison
The current volatility for Oberweis China Opportunities Fund (OBCHX) is 7.46%, while Matthews China Small Companies Fund (MCSMX) has a volatility of 8.13%. This indicates that OBCHX experiences smaller price fluctuations and is considered to be less risky than MCSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBCHX | MCSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 8.13% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 16.37% | 14.70% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 22.12% | +3.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 24.01% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 21.99% | +2.99% |