OBIOX vs. FGILX
Compare and contrast key facts about Oberweis International Opportunities Fund (OBIOX) and Fidelity Global Equity Income Fund (FGILX).
OBIOX is managed by Oberweis. It was launched on Jan 31, 2007. FGILX is managed by Fidelity. It was launched on May 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBIOX or FGILX.
Correlation
The correlation between OBIOX and FGILX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OBIOX vs. FGILX - Performance Comparison
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Key characteristics
OBIOX:
0.75
FGILX:
0.86
OBIOX:
1.16
FGILX:
1.41
OBIOX:
1.17
FGILX:
1.21
OBIOX:
0.29
FGILX:
1.19
OBIOX:
3.41
FGILX:
5.63
OBIOX:
4.38%
FGILX:
2.60%
OBIOX:
18.59%
FGILX:
15.18%
OBIOX:
-71.17%
FGILX:
-30.59%
OBIOX:
-41.02%
FGILX:
0.00%
Returns By Period
In the year-to-date period, OBIOX achieves a 14.05% return, which is significantly higher than FGILX's 9.90% return. Over the past 10 years, OBIOX has underperformed FGILX with an annualized return of 0.29%, while FGILX has yielded a comparatively higher 7.11% annualized return.
OBIOX
14.05%
8.71%
14.02%
13.90%
3.97%
0.29%
FGILX
9.90%
8.86%
8.24%
13.47%
11.51%
7.11%
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OBIOX vs. FGILX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than FGILX's 1.02% expense ratio.
Risk-Adjusted Performance
OBIOX vs. FGILX — Risk-Adjusted Performance Rank
OBIOX
FGILX
OBIOX vs. FGILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) and Fidelity Global Equity Income Fund (FGILX). 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.
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Dividends
OBIOX vs. FGILX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.12%, more than FGILX's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 1.12% | 1.28% | 0.43% | 0.00% | 0.00% | 0.40% | 1.23% | 0.27% | 0.27% | 0.07% | 0.19% | 0.00% |
FGILX Fidelity Global Equity Income Fund | 1.02% | 1.16% | 1.25% | 1.21% | 0.71% | 0.98% | 1.47% | 2.06% | 1.18% | 1.27% | 3.06% | 10.44% |
Drawdowns
OBIOX vs. FGILX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, which is greater than FGILX's maximum drawdown of -30.59%. Use the drawdown chart below to compare losses from any high point for OBIOX and FGILX. For additional features, visit the drawdowns tool.
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Volatility
OBIOX vs. FGILX - Volatility Comparison
The current volatility for Oberweis International Opportunities Fund (OBIOX) is 2.96%, while Fidelity Global Equity Income Fund (FGILX) has a volatility of 3.63%. This indicates that OBIOX experiences smaller price fluctuations and is considered to be less risky than FGILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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