TCMSX vs. OBMCX
TCMSX (Voya Small Cap Growth Fund) and OBMCX (Oberweis Micro Cap Fund) are both Small Cap Growth Equities funds. Over the past 10 years, TCMSX returned 14.04%/yr vs 20.12%/yr for OBMCX. Their correlation of 0.89 means they have usually moved in the same direction. TCMSX charges 0.93%/yr vs 1.48%/yr for OBMCX.
Performance
TCMSX vs. OBMCX - Performance Comparison
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Returns By Period
In the year-to-date period, TCMSX achieves a 14.56% return, which is significantly lower than OBMCX's 35.57% return. Over the past 10 years, TCMSX has underperformed OBMCX with an annualized return of 14.04%, while OBMCX has yielded a comparatively higher 20.12% annualized return.
TCMSX
- 1D
- 2.56%
- 1M
- -6.37%
- 6M
- 7.91%
- YTD
- 14.56%
- 1Y
- 33.33%
- 3Y*
- 17.08%
- 5Y*
- 8.38%
- 10Y*
- 14.04%
- ALL TIME*
- 11.11%
OBMCX
- 1D
- 5.04%
- 1M
- -6.99%
- 6M
- 28.25%
- YTD
- 35.57%
- 1Y
- 52.75%
- 3Y*
- 22.46%
- 5Y*
- 18.01%
- 10Y*
- 20.12%
- ALL TIME*
- 11.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TCMSX vs. OBMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCMSX Voya Small Cap Growth Fund | 14.56% | 14.32% | 18.46% | 20.32% | -23.60% | 18.45% | 27.99% | 33.27% | -6.04% | 24.78% |
OBMCX Oberweis Micro Cap Fund | 35.57% | 14.70% | 22.82% | 18.87% | -10.57% | 53.20% | 29.91% | 21.94% | -12.04% | 27.90% |
Correlation
The correlation between TCMSX and OBMCX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.89 |
The correlation between TCMSX and OBMCX has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
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Return for Risk
TCMSX vs. OBMCX — Risk / Return Rank
TCMSX
OBMCX
TCMSX vs. OBMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TCMSX | OBMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.99 | -0.96 |
| Martin ratioReturn relative to average drawdown | 7.18 | 12.18 | -5.00 |
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Drawdowns
TCMSX vs. OBMCX - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -55.98%, smaller than the maximum OBMCX drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for TCMSX and OBMCX.
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Drawdown Indicators
| TCMSX | OBMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.98% | -68.24% | +12.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -17.19% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -30.74% | -28.11% | -2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -28.11% | -6.49% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -50.04% | +10.75% |
Current DrawdownCurrent decline from peak | -9.45% | -13.01% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -11.71% | -16.36% | +4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 4.21% | +0.39% |
Volatility
TCMSX vs. OBMCX - Volatility Comparison
The current volatility for Voya Small Cap Growth Fund (TCMSX) is 5.90%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 11.67%. This indicates that TCMSX 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.
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Volatility by Period
| TCMSX | OBMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 11.67% | -5.77% |
Volatility (6M)Calculated over the trailing 6-month period | 19.21% | 23.58% | -4.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 28.71% | -4.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.61% | 26.80% | -2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.73% | 26.25% | -2.52% |
TCMSX vs. OBMCX - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Dividends
TCMSX vs. OBMCX - Dividend Comparison
TCMSX's dividend yield for the trailing twelve months is around 4.86%, more than OBMCX's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBMCX Oberweis Micro Cap Fund | 1.04% | 1.41% | 2.53% | 0.00% | 1.37% | 24.35% | 0.00% | 0.00% | 19.67% | 11.76% | 0.05% | 3.07% |
TCMSX Voya Small Cap Growth Fund | 4.86% | 5.57% | 10.53% | 0.00% | 0.00% | 20.02% | 6.69% | 1.40% | 14.82% | 16.10% | 0.00% | 16.82% |
Frequently Asked Questions
TCMSX and OBMCX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBMCX has higher volatility (11.67%) compared to TCMSX (5.90%). In terms of maximum drawdown, TCMSX dropped -55.98% vs OBMCX's -68.24%.
OBMCX currently has the higher Sharpe Ratio (1.79 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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