SAGWX vs. OBMCX

In the year-to-date period, SAGWX achieves a 7.53% return, which is significantly lower than OBMCX's 23.48% return. Over the past 10 years, SAGWX has underperformed OBMCX with an annualized return of 3.34%, while OBMCX has yielded a comparatively higher 9.72% annualized return.

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SAGWX has a 1.17% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) 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 SAGWX Sharpe Ratio is 0.44, which is lower than the OBMCX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of SAGWX 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 SAGWX nor OBMCX has paid dividends to shareholders.

The maximum SAGWX drawdown since its inception was -52.41%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for SAGWX and OBMCX. For additional features, visit the drawdowns tool.

Touchstone Small Company Fund (SAGWX) has a higher volatility of 6.57% compared to Oberweis Micro Cap Fund (OBMCX) at 5.94%. This indicates that SAGWX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.