OBMCX vs. SAGWX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Touchstone Small Company Fund (SAGWX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. SAGWX is managed by Touchstone. It was launched on Mar 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBMCX or SAGWX.
Performance
OBMCX vs. SAGWX - Performance Comparison
Returns By Period
In the year-to-date period, OBMCX achieves a 24.14% return, which is significantly higher than SAGWX's 15.77% return. Over the past 10 years, OBMCX has outperformed SAGWX with an annualized return of 9.49%, while SAGWX has yielded a comparatively lower 1.25% annualized return.
OBMCX
24.14%
3.37%
15.26%
38.34%
16.75%
9.49%
SAGWX
15.77%
2.05%
10.43%
25.68%
5.75%
1.25%
Key characteristics
OBMCX | SAGWX | |
---|---|---|
Sharpe Ratio | 1.73 | 1.63 |
Sortino Ratio | 2.38 | 2.31 |
Omega Ratio | 1.29 | 1.28 |
Calmar Ratio | 1.46 | 0.93 |
Martin Ratio | 9.64 | 10.04 |
Ulcer Index | 4.12% | 2.66% |
Daily Std Dev | 23.01% | 16.39% |
Max Drawdown | -81.09% | -52.41% |
Current Drawdown | -4.05% | -10.03% |
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OBMCX vs. SAGWX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than SAGWX's 1.17% expense ratio.
Correlation
The correlation between OBMCX and SAGWX is 0.80, 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.
Risk-Adjusted Performance
OBMCX vs. SAGWX - Risk-Adjusted Performance 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.
Dividends
OBMCX vs. SAGWX - Dividend Comparison
Neither OBMCX nor SAGWX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Oberweis Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Touchstone Small Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.66% | 0.01% | 128.21% | 58.15% |
Drawdowns
OBMCX vs. SAGWX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -81.09%, which is greater than SAGWX's maximum drawdown of -52.41%. Use the drawdown chart below to compare losses from any high point for OBMCX and SAGWX. For additional features, visit the drawdowns tool.
Volatility
OBMCX vs. SAGWX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 7.14% compared to Touchstone Small Company Fund (SAGWX) at 6.31%. 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.