OBIOX vs. FSTSX
Compare and contrast key facts about Oberweis International Opportunities Fund (OBIOX) and Fidelity Series International Small Cap Fund (FSTSX).
OBIOX is managed by Oberweis. It was launched on Jan 31, 2007. FSTSX is managed by Fidelity. It was launched on Dec 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBIOX or FSTSX.
Correlation
The correlation between OBIOX and FSTSX is 0.64, 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. FSTSX - Performance Comparison
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Key characteristics
OBIOX:
0.71
FSTSX:
0.50
OBIOX:
1.03
FSTSX:
0.74
OBIOX:
1.15
FSTSX:
1.11
OBIOX:
0.25
FSTSX:
0.25
OBIOX:
2.99
FSTSX:
1.37
OBIOX:
4.38%
FSTSX:
6.10%
OBIOX:
18.59%
FSTSX:
17.25%
OBIOX:
-71.17%
FSTSX:
-45.09%
OBIOX:
-41.97%
FSTSX:
-20.31%
Returns By Period
In the year-to-date period, OBIOX achieves a 12.22% return, which is significantly lower than FSTSX's 13.09% return. Over the past 10 years, OBIOX has underperformed FSTSX with an annualized return of 0.06%, while FSTSX has yielded a comparatively higher 3.27% annualized return.
OBIOX
12.22%
8.41%
11.70%
13.09%
3.64%
0.06%
FSTSX
13.09%
9.05%
6.15%
8.59%
6.73%
3.27%
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OBIOX vs. FSTSX - Expense Ratio Comparison
OBIOX has a 1.60% expense ratio, which is higher than FSTSX's 0.03% expense ratio.
Risk-Adjusted Performance
OBIOX vs. FSTSX — Risk-Adjusted Performance Rank
OBIOX
FSTSX
OBIOX vs. FSTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis International Opportunities Fund (OBIOX) and Fidelity Series International Small Cap Fund (FSTSX). 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. FSTSX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 1.13%, less than FSTSX's 9.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 1.13% | 1.27% | 0.43% | 0.00% | 20.69% | 0.40% | 1.23% | 19.62% | 11.47% | 0.07% | 0.19% | 0.00% |
FSTSX Fidelity Series International Small Cap Fund | 9.03% | 10.22% | 3.34% | 6.38% | 13.22% | 0.81% | 4.27% | 10.99% | 6.30% | 4.01% | 8.29% | 3.25% |
Drawdowns
OBIOX vs. FSTSX - Drawdown Comparison
The maximum OBIOX drawdown since its inception was -71.17%, which is greater than FSTSX's maximum drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for OBIOX and FSTSX. For additional features, visit the drawdowns tool.
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Volatility
OBIOX vs. FSTSX - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) has a higher volatility of 3.27% compared to Fidelity Series International Small Cap Fund (FSTSX) at 2.29%. This indicates that OBIOX's price experiences larger fluctuations and is considered to be riskier than FSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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