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.
Key characteristics
| OBIOX | FSTSX | |
|---|---|---|
| YTD Return | 11.71% | 8.02% |
| 1Y Return | 17.89% | 21.47% |
| 3Y Return (Ann) | -12.96% | -2.87% |
| 5Y Return (Ann) | 5.48% | 8.10% |
| 10Y Return (Ann) | 5.13% | 7.76% |
| Sharpe Ratio | 1.19 | 1.53 |
| Daily Std Dev | 14.80% | 13.65% |
| Max Drawdown | -71.17% | -38.91% |
| Current Drawdown | -35.21% | -8.67% |
Correlation
The correlation between OBIOX and FSTSX is 0.86, 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. FSTSX - Performance Comparison
In the year-to-date period, OBIOX achieves a 11.71% return, which is significantly higher than FSTSX's 8.02% return. Over the past 10 years, OBIOX has underperformed FSTSX with an annualized return of 5.13%, while FSTSX has yielded a comparatively higher 7.76% 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. 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 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.
Dividends
OBIOX vs. FSTSX - Dividend Comparison
OBIOX's dividend yield for the trailing twelve months is around 0.38%, less than FSTSX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBIOX Oberweis International Opportunities Fund | 0.38% | 0.43% | 0.00% | 20.69% | 0.40% | 1.23% | 19.62% | 11.47% | 0.07% | 0.19% | 0.00% | 1.52% |
FSTSX Fidelity Series International Small Cap Fund | 3.09% | 3.34% | 6.38% | 13.22% | 0.81% | 4.27% | 10.99% | 6.30% | 4.01% | 8.29% | 3.25% | 4.48% |
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 -38.91%. Use the drawdown chart below to compare losses from any high point for OBIOX and FSTSX. For additional features, visit the drawdowns tool.
Volatility
OBIOX vs. FSTSX - Volatility Comparison
Oberweis International Opportunities Fund (OBIOX) has a higher volatility of 4.09% compared to Fidelity Series International Small Cap Fund (FSTSX) at 3.41%. 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.