VSTCX vs. OBMCX
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Oberweis Micro Cap Fund (OBMCX).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. 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: VSTCX or OBMCX.
Key characteristics
| VSTCX | OBMCX | |
|---|---|---|
| YTD Return | 20.76% | 23.85% |
| 1Y Return | 37.38% | 38.75% |
| 3Y Return (Ann) | 7.69% | 0.92% |
| 5Y Return (Ann) | 13.95% | 16.63% |
| 10Y Return (Ann) | 10.23% | 9.62% |
| Sharpe Ratio | 1.87 | 1.70 |
| Sortino Ratio | 2.72 | 2.36 |
| Omega Ratio | 1.33 | 1.28 |
| Calmar Ratio | 3.47 | 1.41 |
| Martin Ratio | 11.18 | 9.52 |
| Ulcer Index | 3.36% | 4.08% |
| Daily Std Dev | 20.06% | 22.86% |
| Max Drawdown | -62.50% | -81.09% |
| Current Drawdown | -2.94% | -4.27% |
Correlation
The correlation between VSTCX 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
VSTCX vs. OBMCX - Performance Comparison
In the year-to-date period, VSTCX achieves a 20.76% return, which is significantly lower than OBMCX's 23.85% return. Over the past 10 years, VSTCX has outperformed OBMCX with an annualized return of 10.23%, while OBMCX has yielded a comparatively lower 9.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSTCX vs. OBMCX - Expense Ratio Comparison
VSTCX has a 0.26% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
VSTCX vs. OBMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) 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
VSTCX vs. OBMCX - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 0.96%, while OBMCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 0.96% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% | 0.77% |
OBMCX Oberweis Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSTCX vs. OBMCX - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for VSTCX and OBMCX. For additional features, visit the drawdowns tool.
Volatility
VSTCX vs. OBMCX - Volatility Comparison
Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 6.97% and 6.65%, 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.