OBMCX vs. OBSOX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Oberweis Small-Cap Opportunities Fund (OBSOX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. OBSOX is managed by Oberweis. It was launched on Sep 16, 1996.
Performance
OBMCX vs. OBSOX - Performance Comparison
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OBMCX vs. OBSOX - 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% |
OBSOX Oberweis Small-Cap Opportunities Fund | 3.71% | 14.28% | 16.13% | 15.81% | -11.17% | 43.39% | 32.52% | 25.06% | -7.05% | 25.55% |
Returns By Period
In the year-to-date period, OBMCX achieves a 13.51% return, which is significantly higher than OBSOX's 3.71% return. Over the past 10 years, OBMCX has outperformed OBSOX with an annualized return of 19.20%, while OBSOX has yielded a comparatively lower 15.91% 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%
OBSOX
- 1D
- 4.21%
- 1M
- -7.67%
- YTD
- 3.71%
- 6M
- 7.36%
- 1Y
- 32.33%
- 3Y*
- 12.77%
- 5Y*
- 11.15%
- 10Y*
- 15.91%
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OBMCX vs. OBSOX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than OBSOX's 1.25% expense ratio.
Return for Risk
OBMCX vs. OBSOX — Risk / Return Rank
OBMCX
OBSOX
OBMCX vs. OBSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Oberweis Small-Cap Opportunities Fund (OBSOX). 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 | OBSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.19 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.74 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.24 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.82 | 2.13 | +1.69 |
Martin ratioReturn relative to average drawdown | 13.69 | 8.21 | +5.49 |
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 | OBSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.19 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.45 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.65 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.30 | +0.12 |
Correlation
The correlation between OBMCX and OBSOX is 0.85, 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. OBSOX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.24%, while OBSOX 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% |
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.80% | 0.00% | 0.17% | 21.88% | 4.05% | 3.04% | 28.22% | 6.36% | 4.24% | 11.91% |
Drawdowns
OBMCX vs. OBSOX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, smaller than the maximum OBSOX drawdown of -80.52%. Use the drawdown chart below to compare losses from any high point for OBMCX and OBSOX.
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Drawdown Indicators
| OBMCX | OBSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -80.52% | +12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -13.92% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -28.65% | +0.54% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -42.79% | -7.25% |
Current DrawdownCurrent decline from peak | -5.04% | -7.67% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -16.51% | -30.72% | +14.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.61% | -0.07% |
Volatility
OBMCX vs. OBSOX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) and Oberweis Small-Cap Opportunities Fund (OBSOX) have volatilities of 12.02% and 12.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBMCX | OBSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 12.06% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 19.84% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 28.47% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 24.83% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 24.53% | +1.20% |