PNSAX vs. OBMCX

In the year-to-date period, PNSAX achieves a -1.86% return, which is significantly higher than OBMCX's -7.23% return. Over the past 10 years, PNSAX has underperformed OBMCX with an annualized return of 10.86%, while OBMCX has yielded a comparatively higher 15.13% 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 0.30, which is higher than the OBMCX Sharpe Ratio of 0.20. 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.

PNSAX has not paid dividends to shareholders, while OBMCX's dividend yield for the trailing twelve months is around 2.73%.

The maximum PNSAX drawdown since its inception was -61.15%, smaller than the maximum OBMCX drawdown of -67.42%. Use the drawdown chart below to compare losses from any high point for PNSAX and OBMCX.

Putnam Small Cap Growth Fund (PNSAX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 5.71% and 5.54%, 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.