OBMCX vs. FCAGX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. FCAGX is managed by Fidelity. It was launched on Nov 3, 2004.
Performance
OBMCX vs. FCAGX - Performance Comparison
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OBMCX vs. FCAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
Returns By Period
In the year-to-date period, OBMCX achieves a 13.51% return, which is significantly higher than FCAGX's -0.87% return. Over the past 10 years, OBMCX has outperformed FCAGX with an annualized return of 19.20%, while FCAGX has yielded a comparatively lower 13.00% annualized return.
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
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OBMCX vs. FCAGX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than FCAGX's 1.29% expense ratio.
Return for Risk
OBMCX vs. FCAGX — Risk / Return Rank
OBMCX
FCAGX
OBMCX vs. FCAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX). 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.
| OBMCX | FCAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.95 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.45 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 1.68 | +2.15 |
Martin ratioReturn relative to average drawdown | 13.69 | 6.23 | +7.47 |
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
| OBMCX | FCAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.95 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.17 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.57 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.46 | -0.05 |
Correlation
The correlation between OBMCX and FCAGX is 0.90, 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
OBMCX vs. FCAGX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.24%, less than FCAGX's 7.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
Drawdowns
OBMCX vs. FCAGX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, which is greater than FCAGX's maximum drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for OBMCX and FCAGX.
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Drawdown Indicators
| OBMCX | FCAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -61.19% | -7.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -13.76% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -39.13% | +11.02% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -39.13% | -10.91% |
Current DrawdownCurrent decline from peak | -5.04% | -8.87% | +3.83% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -11.56% | -4.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.70% | -0.16% |
Volatility
OBMCX vs. FCAGX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 12.02% compared to Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) at 9.90%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBMCX | FCAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 9.90% | +2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 16.76% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 24.94% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 23.42% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 22.74% | +2.99% |