PNSAX vs. OBMCX

In the year-to-date period, PNSAX achieves a -5.47% return, which is significantly higher than OBMCX's -10.23% return. Over the past 10 years, PNSAX has underperformed OBMCX with an annualized return of 8.18%, while OBMCX has yielded a comparatively higher 8.66% annualized return.

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PNSAX has a 1.23% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Small Cap Growth Fund (PNSAX) 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.

The current PNSAX Sharpe Ratio is 0.13, which is comparable to the OBMCX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of PNSAX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PNSAX nor OBMCX has paid dividends to shareholders.

The maximum PNSAX drawdown since its inception was -61.15%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for PNSAX and OBMCX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Small Cap Growth Fund (PNSAX) is 7.43%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 8.33%. This indicates that PNSAX experiences smaller price fluctuations and is considered to be less risky than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.