OBMCX vs. TRBCX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBMCX or TRBCX.
Key characteristics
| OBMCX | TRBCX | |
|---|---|---|
| YTD Return | 14.92% | 25.00% |
| 1Y Return | 21.68% | 34.90% |
| 3Y Return (Ann) | 11.69% | 4.37% |
| 5Y Return (Ann) | 20.35% | 14.19% |
| 10Y Return (Ann) | 15.95% | 14.37% |
| Sharpe Ratio | 1.00 | 1.91 |
| Daily Std Dev | 23.35% | 18.67% |
| Max Drawdown | -67.42% | -54.56% |
| Current Drawdown | -4.57% | -4.11% |
Correlation
The correlation between OBMCX and TRBCX is 0.72, 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.
Performance
OBMCX vs. TRBCX - Performance Comparison
In the year-to-date period, OBMCX achieves a 14.92% return, which is significantly lower than TRBCX's 25.00% return. Over the past 10 years, OBMCX has outperformed TRBCX with an annualized return of 15.95%, while TRBCX has yielded a comparatively lower 14.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OBMCX vs. TRBCX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
OBMCX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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. TRBCX - Dividend Comparison
OBMCX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 2.79%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% | 8.03% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.79% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
OBMCX vs. TRBCX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -67.42%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for OBMCX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
OBMCX vs. TRBCX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 7.92% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 6.06%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.