OBMCX vs. VONG

In the year-to-date period, OBMCX achieves a -5.72% return, which is significantly lower than VONG's 0.13% return. Both investments have delivered pretty close results over the past 10 years, with OBMCX having a 15.62% annualized return and VONG not far ahead at 15.90%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

OBMCX has a 1.48% expense ratio, which is higher than VONG's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Vanguard Russell 1000 Growth ETF (VONG). 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 0.30, which is lower than the VONG Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of OBMCX and VONG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OBMCX's dividend yield for the trailing twelve months is around 2.69%, more than VONG's 0.54% yield.

The maximum OBMCX drawdown since its inception was -67.42%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for OBMCX and VONG. For additional features, visit the drawdowns tool.

Oberweis Micro Cap Fund (OBMCX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 6.82% and 6.83%, 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.