OBMCX vs. SAGWX

In the year-to-date period, OBMCX achieves a 23.48% return, which is significantly higher than SAGWX's 7.53% return. Over the past 10 years, OBMCX has outperformed SAGWX with an annualized return of 9.72%, while SAGWX has yielded a comparatively lower 3.34% annualized return.

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OBMCX has a 1.48% expense ratio, which is higher than SAGWX's 1.17% expense ratio.

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.

The current OBMCX Sharpe Ratio is 1.06, which is higher than the SAGWX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of OBMCX and SAGWX, 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 SAGWX has paid dividends to shareholders.

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.

The current volatility for Oberweis Micro Cap Fund (OBMCX) is 5.94%, while Touchstone Small Company Fund (SAGWX) has a volatility of 6.57%. This indicates that OBMCX experiences smaller price fluctuations and is considered to be less risky than SAGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.