OBMCX vs. SAGWX
OBMCX (Oberweis Micro Cap Fund) and SAGWX (Touchstone Small Company Fund) are both mutual funds - OBMCX is a Small Cap Growth Equities fund managed by Oberweis, while SAGWX is a Small Cap Blend Equities fund managed by Touchstone. Over the past 10 years, OBMCX returned 20.12%/yr vs 12.02%/yr for SAGWX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. OBMCX charges 1.48%/yr vs 1.17%/yr for SAGWX.
Performance
OBMCX vs. SAGWX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OBMCX achieves a 35.57% return, which is significantly higher than SAGWX's 15.00% return. Over the past 10 years, OBMCX has outperformed SAGWX with an annualized return of 20.12%, while SAGWX has yielded a comparatively lower 12.02% annualized return.
OBMCX
- 1D
- 5.04%
- 1M
- -6.99%
- 6M
- 28.25%
- YTD
- 35.57%
- 1Y
- 52.75%
- 3Y*
- 22.46%
- 5Y*
- 18.01%
- 10Y*
- 20.12%
- ALL TIME*
- 11.14%
SAGWX
- 1D
- -0.83%
- 1M
- 1.57%
- 6M
- 12.11%
- YTD
- 15.00%
- 1Y
- 26.65%
- 3Y*
- 14.26%
- 5Y*
- 7.94%
- 10Y*
- 12.02%
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OBMCX vs. SAGWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 35.57% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
SAGWX Touchstone Small Company Fund | 15.00% | 9.58% | 13.32% | 15.71% | -14.64% | 22.83% | 17.58% | 29.44% | -8.42% | 17.32% |
Correlation
The correlation between OBMCX and SAGWX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 1996 | 0.80 |
Over the past year, the correlation between OBMCX and SAGWX has dropped to 0.53 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OBMCX vs. SAGWX — Risk / Return Rank
OBMCX
SAGWX
OBMCX vs. SAGWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Touchstone Small Company Fund (SAGWX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OBMCX | SAGWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.42 | +0.57 |
| Martin ratioReturn relative to average drawdown | 12.18 | 8.12 | +4.06 |
Loading charts...
Drawdowns
OBMCX vs. SAGWX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, which is greater than SAGWX's maximum drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for OBMCX and SAGWX.
Loading charts...
Drawdown Indicators
| OBMCX | SAGWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -51.87% | -16.37% |
Max Drawdown (1Y)Largest decline over 1 year | -17.19% | -9.60% | -7.59% |
Max Drawdown (3Y)Largest decline over 3 years | -28.11% | -22.69% | -5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -37.07% | +8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -41.75% | -8.29% |
Current DrawdownCurrent decline from peak | -13.01% | -0.83% | -12.18% |
Average DrawdownAverage peak-to-trough decline | -16.36% | -8.84% | -7.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 2.86% | +1.35% |
Volatility
OBMCX vs. SAGWX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 11.67% compared to Touchstone Small Company Fund (SAGWX) at 3.96%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than SAGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OBMCX | SAGWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.67% | 3.96% | +7.71% |
Volatility (6M)Calculated over the trailing 6-month period | 23.58% | 10.67% | +12.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.71% | 15.46% | +13.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.80% | 22.82% | +3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.25% | 22.58% | +3.67% |
OBMCX vs. SAGWX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than SAGWX's 1.17% expense ratio.
Dividends
OBMCX vs. SAGWX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 1.04%, less than SAGWX's 5.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 1.04% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
SAGWX Touchstone Small Company Fund | 5.06% | 5.82% | 6.03% | 0.15% | 2.57% | 19.71% | 0.10% | 11.83% | 14.83% | 9.03% | 8.71% | 21.16% |
Frequently Asked Questions
OBMCX and SAGWX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBMCX has higher volatility (11.67%) compared to SAGWX (3.96%). In terms of maximum drawdown, OBMCX dropped -68.24% vs SAGWX's -51.87%.
OBMCX currently has the higher Sharpe Ratio (1.79 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for OBMCX and SAGWX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer