OBMCX vs. KSOAX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. KSOAX is managed by Kinetics. It was launched on Dec 31, 2001.
Performance
OBMCX vs. KSOAX - Performance Comparison
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OBMCX vs. KSOAX - 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% |
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A | 31.23% | -8.89% | 68.00% | -14.98% | 31.64% | 49.94% | 2.04% | 26.72% | 0.00% | 25.94% |
Returns By Period
In the year-to-date period, OBMCX achieves a 13.51% return, which is significantly lower than KSOAX's 31.23% return. Over the past 10 years, OBMCX has underperformed KSOAX with an annualized return of 19.20%, while KSOAX has yielded a comparatively higher 21.00% 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%
KSOAX
- 1D
- 1.22%
- 1M
- -8.52%
- YTD
- 31.23%
- 6M
- 22.23%
- 1Y
- 7.68%
- 3Y*
- 25.99%
- 5Y*
- 15.80%
- 10Y*
- 21.00%
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OBMCX vs. KSOAX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is lower than KSOAX's 1.89% expense ratio.
Return for Risk
OBMCX vs. KSOAX — Risk / Return Rank
OBMCX
KSOAX
OBMCX vs. KSOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX). 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 | KSOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.32 | +1.50 |
Sortino ratioReturn per unit of downside risk | 2.42 | 0.64 | +1.78 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.08 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 0.41 | +3.42 |
Martin ratioReturn relative to average drawdown | 13.69 | 0.67 | +13.03 |
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 | KSOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.32 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.57 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.82 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.56 | -0.14 |
Correlation
The correlation between OBMCX and KSOAX 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.
Dividends
OBMCX vs. KSOAX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.24%, while KSOAX has not paid dividends to shareholders.
| 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% |
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A | 0.00% | 0.00% | 3.52% | 6.72% | 0.00% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OBMCX vs. KSOAX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, roughly equal to the maximum KSOAX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for OBMCX and KSOAX.
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Drawdown Indicators
| OBMCX | KSOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -70.21% | +1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -24.40% | +11.72% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -33.28% | +5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -47.11% | -2.93% |
Current DrawdownCurrent decline from peak | -5.04% | -10.22% | +5.18% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -15.88% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 14.91% | -11.37% |
Volatility
OBMCX vs. KSOAX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 12.02% compared to Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX) at 7.98%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than KSOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBMCX | KSOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 7.98% | +4.04% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 19.42% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 28.84% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 27.74% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 25.84% | -0.11% |