OBMCX vs. VSTCX
Compare and contrast key facts about Oberweis Micro Cap Fund (OBMCX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX).
OBMCX is managed by Oberweis. It was launched on Dec 29, 1995. VSTCX is managed by Vanguard. It was launched on Apr 24, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBMCX or VSTCX.
Correlation
The correlation between OBMCX and VSTCX is 0.88, 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. VSTCX - Performance Comparison
Key characteristics
OBMCX:
1.06
VSTCX:
0.31
OBMCX:
1.56
VSTCX:
0.53
OBMCX:
1.19
VSTCX:
1.08
OBMCX:
1.06
VSTCX:
0.42
OBMCX:
5.61
VSTCX:
1.75
OBMCX:
4.30%
VSTCX:
3.98%
OBMCX:
22.89%
VSTCX:
22.73%
OBMCX:
-81.09%
VSTCX:
-62.50%
OBMCX:
-6.82%
VSTCX:
-15.69%
Returns By Period
In the year-to-date period, OBMCX achieves a 23.48% return, which is significantly higher than VSTCX's 6.12% return. Over the past 10 years, OBMCX has outperformed VSTCX with an annualized return of 9.72%, while VSTCX has yielded a comparatively lower 8.39% annualized return.
OBMCX
23.48%
-5.11%
14.64%
23.31%
15.69%
9.72%
VSTCX
6.12%
-14.31%
2.88%
6.12%
10.05%
8.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OBMCX vs. VSTCX - Expense Ratio Comparison
OBMCX has a 1.48% expense ratio, which is higher than VSTCX's 0.26% expense ratio.
Risk-Adjusted Performance
OBMCX vs. VSTCX - Risk-Adjusted Performance 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.
Dividends
OBMCX vs. VSTCX - Dividend Comparison
Neither OBMCX nor VSTCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX 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% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 0.00% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% | 0.77% |
Drawdowns
OBMCX vs. VSTCX - Drawdown Comparison
The maximum OBMCX drawdown since its inception was -81.09%, 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. For additional features, visit the drawdowns tool.
Volatility
OBMCX vs. VSTCX - Volatility Comparison
The current volatility for Oberweis Micro Cap Fund (OBMCX) is 5.94%, while Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a volatility of 13.88%. This indicates that OBMCX experiences smaller price fluctuations and is considered to be less risky than VSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.