OBMCX vs. FSSZX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. FSSZX is managed by Fidelity. It was launched on Feb 1, 2017.
Performance
OBMCX vs. FSSZX - Performance Comparison
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OBMCX vs. FSSZX - 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% | 22.99% |
FSSZX Fidelity Advisor Stock Selector Small Cap Fund Class Z | 0.42% | 14.49% | 14.62% | 19.60% | -18.17% | 24.90% | 21.91% | 30.62% | -8.79% | 9.74% |
Returns By Period
In the year-to-date period, OBMCX achieves a 13.51% return, which is significantly higher than FSSZX's 0.42% 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%
FSSZX
- 1D
- -1.80%
- 1M
- -8.43%
- YTD
- 0.42%
- 6M
- 5.76%
- 1Y
- 26.47%
- 3Y*
- 14.62%
- 5Y*
- 7.43%
- 10Y*
- —
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OBMCX vs. FSSZX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than FSSZX's 0.79% expense ratio.
Return for Risk
OBMCX vs. FSSZX — Risk / Return Rank
OBMCX
FSSZX
OBMCX vs. FSSZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX). 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 | FSSZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.18 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.75 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 1.72 | +2.10 |
Martin ratioReturn relative to average drawdown | 13.69 | 7.36 | +6.33 |
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 | FSSZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.18 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.35 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.49 | -0.07 |
Correlation
The correlation between OBMCX and FSSZX 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. FSSZX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.24%, more than FSSZX's 0.83% 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% |
FSSZX Fidelity Advisor Stock Selector Small Cap Fund Class Z | 0.83% | 0.84% | 2.93% | 0.35% | 0.15% | 10.95% | 1.40% | 2.29% | 22.58% | 10.60% | 0.00% | 0.00% |
Drawdowns
OBMCX vs. FSSZX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, which is greater than FSSZX's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for OBMCX and FSSZX.
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Drawdown Indicators
| OBMCX | FSSZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -38.43% | -29.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -13.84% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -30.51% | +2.40% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | — | — |
Current DrawdownCurrent decline from peak | -5.04% | -9.83% | +4.79% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -8.24% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.24% | +0.30% |
Volatility
OBMCX vs. FSSZX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 12.02% compared to Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) at 6.91%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than FSSZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBMCX | FSSZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 6.91% | +5.11% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 13.00% | +6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 22.18% | +5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 21.55% | +4.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 22.35% | +3.38% |