OPOCX vs. OBMCX
Compare and contrast key facts about Invesco Discovery Fund (OPOCX) and Oberweis Micro Cap Fund (OBMCX).
OPOCX is managed by Invesco. It was launched on Sep 11, 1986. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Performance
OPOCX vs. OBMCX - Performance Comparison
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OPOCX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 6.39% | 16.77% | 22.61% | 17.02% | -31.26% | 14.78% | 50.33% | 36.81% | -4.15% | 29.04% |
OBMCX Oberweis Micro Cap Fund | 13.51% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Returns By Period
In the year-to-date period, OPOCX achieves a 6.39% return, which is significantly lower than OBMCX's 13.51% return. Over the past 10 years, OPOCX has underperformed OBMCX with an annualized return of 14.66%, while OBMCX has yielded a comparatively higher 19.20% annualized return.
OPOCX
- 1D
- 5.36%
- 1M
- -6.64%
- YTD
- 6.39%
- 6M
- 11.96%
- 1Y
- 40.33%
- 3Y*
- 18.87%
- 5Y*
- 5.87%
- 10Y*
- 14.66%
OBMCX
- 1D
- 4.17%
- 1M
- -4.11%
- YTD
- 13.51%
- 6M
- 11.94%
- 1Y
- 49.08%
- 3Y*
- 20.34%
- 5Y*
- 14.90%
- 10Y*
- 19.20%
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OPOCX vs. OBMCX - Expense Ratio Comparison
OPOCX has a 1.01% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Return for Risk
OPOCX vs. OBMCX — Risk / Return Rank
OPOCX
OBMCX
OPOCX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Oberweis Micro Cap Fund (OBMCX). 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.
| OPOCX | OBMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.82 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.42 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.33 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 3.82 | -0.99 |
Martin ratioReturn relative to average drawdown | 11.39 | 13.69 | -2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OPOCX | OBMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.82 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.57 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.75 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.42 | +0.07 |
Correlation
The correlation between OPOCX and OBMCX is 0.85, 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.
Dividends
OPOCX vs. OBMCX - Dividend Comparison
OPOCX's dividend yield for the trailing twelve months is around 12.61%, more than OBMCX's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 12.61% | 13.41% | 6.86% | 0.00% | 0.00% | 20.51% | 11.22% | 6.42% | 18.85% | 12.46% | 4.33% | 6.84% |
OBMCX Oberweis Micro Cap Fund | 1.24% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
Drawdowns
OPOCX vs. OBMCX - Drawdown Comparison
The maximum OPOCX drawdown since its inception was -64.17%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for OPOCX and OBMCX.
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Drawdown Indicators
| OPOCX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -68.24% | +4.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -12.68% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -43.27% | -28.11% | -15.16% |
Max Drawdown (10Y)Largest decline over 10 years | -43.27% | -50.04% | +6.77% |
Current DrawdownCurrent decline from peak | -6.64% | -5.04% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -18.94% | -16.51% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.54% | -0.21% |
Volatility
OPOCX vs. OBMCX - Volatility Comparison
Invesco Discovery Fund (OPOCX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 12.58% and 12.02%, 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.
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Volatility by Period
| OPOCX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.58% | 12.02% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 19.74% | 19.34% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 27.49% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.25% | 26.14% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 25.73% | -1.06% |