TQSIX vs. OBMCX
Compare and contrast key facts about T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) and Oberweis Micro Cap Fund (OBMCX).
TQSIX is managed by T. Rowe Price. It was launched on Feb 26, 2016. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TQSIX or OBMCX.
Correlation
The correlation between TQSIX and OBMCX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TQSIX vs. OBMCX - Performance Comparison
Key characteristics
TQSIX:
0.65
OBMCX:
1.06
TQSIX:
0.95
OBMCX:
1.56
TQSIX:
1.13
OBMCX:
1.19
TQSIX:
0.81
OBMCX:
1.06
TQSIX:
3.35
OBMCX:
5.61
TQSIX:
3.34%
OBMCX:
4.30%
TQSIX:
17.26%
OBMCX:
22.89%
TQSIX:
-40.65%
OBMCX:
-81.09%
TQSIX:
-12.93%
OBMCX:
-6.82%
Returns By Period
In the year-to-date period, TQSIX achieves a 10.34% return, which is significantly lower than OBMCX's 23.48% return.
TQSIX
10.34%
-11.75%
1.74%
10.40%
9.86%
N/A
OBMCX
23.48%
-5.11%
14.64%
23.31%
15.69%
9.72%
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TQSIX vs. OBMCX - Expense Ratio Comparison
TQSIX has a 0.68% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
TQSIX vs. OBMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) 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.
Dividends
TQSIX vs. OBMCX - Dividend Comparison
Neither TQSIX nor OBMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 0.00% | 0.71% | 0.79% | 0.47% | 0.34% | 0.50% | 0.64% | 0.49% | 0.64% |
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TQSIX vs. OBMCX - Drawdown Comparison
The maximum TQSIX drawdown since its inception was -40.65%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for TQSIX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
TQSIX vs. OBMCX - Volatility Comparison
T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) has a higher volatility of 8.39% compared to Oberweis Micro Cap Fund (OBMCX) at 5.94%. This indicates that TQSIX'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.