OBSOX vs. WGROX
Compare and contrast key facts about Oberweis Small-Cap Opportunities Fund (OBSOX) and Wasatch Core Growth Fund (WGROX).
OBSOX is managed by Oberweis. It was launched on Sep 16, 1996. WGROX is managed by Wasatch. It was launched on Dec 8, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBSOX or WGROX.
Key characteristics
| OBSOX | WGROX | |
|---|---|---|
| YTD Return | 25.36% | 22.09% |
| 1Y Return | 41.70% | 49.92% |
| 3Y Return (Ann) | 0.83% | -3.37% |
| 5Y Return (Ann) | 14.55% | 6.70% |
| 10Y Return (Ann) | 5.42% | 6.14% |
| Sharpe Ratio | 2.08 | 2.63 |
| Sortino Ratio | 2.84 | 3.63 |
| Omega Ratio | 1.35 | 1.45 |
| Calmar Ratio | 0.93 | 1.21 |
| Martin Ratio | 12.26 | 14.22 |
| Ulcer Index | 3.22% | 3.40% |
| Daily Std Dev | 19.01% | 18.39% |
| Max Drawdown | -86.25% | -68.90% |
| Current Drawdown | -18.73% | -9.75% |
Correlation
The correlation between OBSOX and WGROX is 0.82, 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
OBSOX vs. WGROX - Performance Comparison
In the year-to-date period, OBSOX achieves a 25.36% return, which is significantly higher than WGROX's 22.09% return. Over the past 10 years, OBSOX has underperformed WGROX with an annualized return of 5.42%, while WGROX has yielded a comparatively higher 6.14% 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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OBSOX vs. WGROX - Expense Ratio Comparison
OBSOX has a 1.25% expense ratio, which is higher than WGROX's 1.17% expense ratio.
Risk-Adjusted Performance
OBSOX vs. WGROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Wasatch Core Growth Fund (WGROX). 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
OBSOX vs. WGROX - Dividend Comparison
Neither OBSOX nor WGROX has paid dividends to shareholders.
Drawdowns
OBSOX vs. WGROX - Drawdown Comparison
The maximum OBSOX drawdown since its inception was -86.25%, which is greater than WGROX's maximum drawdown of -68.90%. Use the drawdown chart below to compare losses from any high point for OBSOX and WGROX. For additional features, visit the drawdowns tool.
Volatility
OBSOX vs. WGROX - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) and Wasatch Core Growth Fund (WGROX) have volatilities of 5.83% and 5.57%, 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.