OBMCX vs. VSTCX
OBMCX (Oberweis Micro Cap Fund) and VSTCX (Vanguard Strategic Small-Cap Equity Fund) are both mutual funds - OBMCX is a Small Cap Growth Equities fund managed by Oberweis, while VSTCX is a Small Cap Blend Equities fund managed by Vanguard. Over the past 10 years, OBMCX returned 22.03%/yr vs 13.03%/yr for VSTCX. Their correlation of 0.88 suggests significant overlap in exposure. OBMCX charges 1.48%/yr vs 0.26%/yr for VSTCX.
Performance
OBMCX vs. VSTCX - Performance Comparison
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Returns By Period
In the year-to-date period, OBMCX achieves a 50.06% return, which is significantly higher than VSTCX's 20.84% return. Over the past 10 years, OBMCX has outperformed VSTCX with an annualized return of 22.03%, while VSTCX has yielded a comparatively lower 13.03% annualized return.
OBMCX
- 1D
- 2.68%
- 1M
- 6.77%
- YTD
- 50.06%
- 6M
- 45.35%
- 1Y
- 81.20%
- 3Y*
- 29.33%
- 5Y*
- 20.91%
- 10Y*
- 22.03%
VSTCX
- 1D
- 1.49%
- 1M
- 4.62%
- YTD
- 20.84%
- 6M
- 18.00%
- 1Y
- 45.39%
- 3Y*
- 21.98%
- 5Y*
- 13.15%
- 10Y*
- 13.03%
OBMCX vs. VSTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 50.06% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 20.84% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
Correlation
The correlation between OBMCX and VSTCX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2006 | 0.88 |
The correlation between OBMCX and VSTCX has been stable across timeframes, ranging from 0.82 to 0.90 - a consistent structural relationship.
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Return for Risk
OBMCX vs. VSTCX — Risk / Return Rank
OBMCX
VSTCX
OBMCX vs. VSTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Micro Cap Fund (OBMCX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX). 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 | VSTCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.43 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 6.55 | 5.62 | +0.93 |
| Martin ratioReturn relative to average drawdown | 25.93 | 19.82 | +6.11 |
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Drawdowns
OBMCX vs. VSTCX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -68.24%, which is greater than VSTCX's maximum drawdown of -62.50%. Use the drawdown chart below to compare losses from any high point for OBMCX and VSTCX.
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Drawdown Indicators
| OBMCX | VSTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.24% | -62.50% | -5.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -8.08% | -4.37% |
Max Drawdown (3Y)Largest decline over 3 years | -28.11% | -27.47% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -27.47% | -0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -50.04% | -48.08% | -1.96% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -10.63% | -5.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.29% | +0.85% |
Volatility
OBMCX vs. VSTCX - Volatility Comparison
Oberweis Micro Cap Fund (OBMCX) has a higher volatility of 10.07% compared to Vanguard Strategic Small-Cap Equity Fund (VSTCX) at 5.38%. This indicates that OBMCX's price experiences larger fluctuations and is considered to be riskier than VSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBMCX | VSTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.07% | 5.38% | +4.69% |
Volatility (6M)Calculated over the trailing 6-month period | 20.24% | 12.52% | +7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.06% | 17.85% | +8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.42% | 22.02% | +4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.00% | 23.49% | +2.51% |
OBMCX vs. VSTCX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than VSTCX's 0.26% expense ratio.
Dividends
OBMCX vs. VSTCX - Dividend Comparison
OBMCX's dividend yield for the trailing twelve months is around 0.94%, less than VSTCX's 6.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 0.94% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 6.25% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
Frequently Asked Questions
OBMCX and VSTCX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBMCX has higher volatility (10.07%) compared to VSTCX (5.38%). In terms of maximum drawdown, OBMCX dropped -68.24% vs VSTCX's -62.50%.
OBMCX currently has the higher Sharpe Ratio (3.13 vs 2.54), 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.
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