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.
Key characteristics
| OBIOX | FGILX | |
|---|---|---|
| YTD Return | 9.01% | 15.49% |
| 1Y Return | 21.72% | 24.96% |
| 3Y Return (Ann) | -17.38% | 6.02% |
| 5Y Return (Ann) | 0.30% | 10.97% |
| 10Y Return (Ann) | 0.53% | 9.28% |
| Sharpe Ratio | 1.50 | 2.52 |
| Sortino Ratio | 2.03 | 3.48 |
| Omega Ratio | 1.27 | 1.46 |
| Calmar Ratio | 0.38 | 3.58 |
| Martin Ratio | 8.15 | 16.34 |
| Ulcer Index | 2.65% | 1.52% |
| Daily Std Dev | 14.34% | 9.84% |
| Max Drawdown | -71.17% | -30.59% |
| Current Drawdown | -47.58% | -1.56% |
Correlation
The correlation between OBIOX and FGILX is 0.72, 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
OBIOX vs. FGILX - Performance Comparison
In the year-to-date period, OBIOX achieves a 9.01% return, which is significantly lower than FGILX's 15.49% return. Over the past 10 years, OBIOX has underperformed FGILX with an annualized return of 0.53%, while FGILX has yielded a comparatively higher 9.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
OBIOX vs. FGILX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 0.39%, less than FGILX's 1.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 0.39% | 0.43% | 0.00% | 0.00% | 0.40% | 1.23% | 0.27% | 0.27% | 0.07% | 0.19% | 0.00% | 0.48% |
FGILX Fidelity Global Equity Income Fund | 1.05% | 1.25% | 1.21% | 0.71% | 0.98% | 1.47% | 2.06% | 1.18% | 1.27% | 3.06% | 10.44% | 3.95% |
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.
Volatility
OBIOX vs. FGILX - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) has a higher volatility of 3.57% compared to Fidelity Global Equity Income Fund (FGILX) at 2.84%. This indicates that OBIOX's price experiences larger fluctuations and is considered to be riskier than FGILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.