OBMCX vs. NEAGX

The year-to-date returns for both investments are quite close, with OBMCX having a -17.72% return and NEAGX slightly higher at -17.10%. Over the past 10 years, OBMCX has outperformed NEAGX with an annualized return of 7.56%, while NEAGX has yielded a comparatively lower 4.38% annualized return.

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OBMCX has a 1.48% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Needham Aggressive Growth Fund (NEAGX). 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.

The current OBMCX Sharpe Ratio is -0.08, which is higher than the NEAGX Sharpe Ratio of -0.61. The chart below compares the historical Sharpe Ratios of OBMCX and NEAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OBMCX nor NEAGX has paid dividends to shareholders.

The maximum OBMCX drawdown since its inception was -81.09%, which is greater than NEAGX's maximum drawdown of -53.03%. Use the drawdown chart below to compare losses from any high point for OBMCX and NEAGX. For additional features, visit the drawdowns tool.

The current volatility for Oberweis Micro Cap Fund (OBMCX) is 15.28%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 16.55%. This indicates that OBMCX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.