OBMCX vs. OBIIX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Oberweis International Opportunities Institutional Fund (OBIIX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. OBIIX is managed by Oberweis. It was launched on Mar 9, 2014.
Performance
OBMCX vs. OBIIX - Performance Comparison
Loading graphics...
OBMCX vs. OBIIX - 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% |
OBIIX Oberweis International Opportunities Institutional Fund | -2.43% | 31.07% | 4.35% | 5.72% | -37.45% | 1.92% | 63.66% | 23.51% | -23.84% | 41.06% |
Returns By Period
In the year-to-date period, OBMCX achieves a 13.51% return, which is significantly higher than OBIIX's -2.43% return. Over the past 10 years, OBMCX has outperformed OBIIX with an annualized return of 19.20%, while OBIIX has yielded a comparatively lower 6.59% 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%
OBIIX
- 1D
- 3.70%
- 1M
- -11.44%
- YTD
- -2.43%
- 6M
- -2.47%
- 1Y
- 22.23%
- 3Y*
- 10.30%
- 5Y*
- -2.35%
- 10Y*
- 6.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OBMCX vs. OBIIX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than OBIIX's 1.10% expense ratio.
Return for Risk
OBMCX vs. OBIIX — Risk / Return Rank
OBMCX
OBIIX
OBMCX vs. OBIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Oberweis International Opportunities Institutional Fund (OBIIX). 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 | OBIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.24 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.65 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 1.32 | +2.51 |
Martin ratioReturn relative to average drawdown | 13.69 | 5.01 | +8.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OBMCX | OBIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.24 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | -0.12 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.34 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.30 | +0.12 |
Correlation
The correlation between OBMCX and OBIIX is 0.55, 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. OBIIX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.24%, more than OBIIX's 1.13% 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% |
OBIIX Oberweis International Opportunities Institutional Fund | 1.13% | 1.10% | 0.00% | 1.93% | 0.00% | 31.91% | 0.51% | 1.31% | 13.63% | 7.30% | 0.40% | 0.55% |
Drawdowns
OBMCX vs. OBIIX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, which is greater than OBIIX's maximum drawdown of -51.22%. Use the drawdown chart below to compare losses from any high point for OBMCX and OBIIX.
Loading graphics...
Drawdown Indicators
| OBMCX | OBIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -51.22% | -17.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -15.67% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -51.22% | +23.11% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -51.22% | +1.18% |
Current DrawdownCurrent decline from peak | -5.04% | -22.39% | +17.35% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -17.27% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 4.12% | -0.58% |
Volatility
OBMCX vs. OBIIX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 12.02% compared to Oberweis International Opportunities Institutional Fund (OBIIX) at 8.28%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than OBIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OBMCX | OBIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 8.28% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 12.43% | +6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 18.36% | +9.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 19.63% | +6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 19.54% | +6.19% |