SAGWX vs. OBSOX

The year-to-date returns for both investments are quite close, with SAGWX having a 4.85% return and OBSOX slightly higher at 4.90%. Over the past 10 years, SAGWX has underperformed OBSOX with an annualized return of 4.07%, while OBSOX has yielded a comparatively higher 6.60% annualized return.

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SAGWX has a 1.17% expense ratio, which is lower than OBSOX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and Oberweis Small-Cap Opportunities Fund (OBSOX). 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 0.76, which is comparable to the OBSOX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of SAGWX and OBSOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SAGWX's dividend yield for the trailing twelve months is around 0.16%, while OBSOX has not paid dividends to shareholders.

The maximum SAGWX drawdown since its inception was -52.41%, smaller than the maximum OBSOX drawdown of -86.25%. Use the drawdown chart below to compare losses from any high point for SAGWX and OBSOX. For additional features, visit the drawdowns tool.

The current volatility for Touchstone Small Company Fund (SAGWX) is 3.98%, while Oberweis Small-Cap Opportunities Fund (OBSOX) has a volatility of 5.72%. This indicates that SAGWX experiences smaller price fluctuations and is considered to be less risky than OBSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.