Oberweis China Competition

OBCHX Fund

USD 10.95 0.05 0.45%

Oberweis China Oppor competes with Fidelity Income, Matrix Advisors, Fidelity Managed, Appleseed Fund, and Firsthand Technology; as well as few others. The fund is listed under China Region category and is part of Oberweis family. Analyzing Oberweis China competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Oberweis China to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Oberweis China Correlation with its peers.

Oberweis China vs Emerald Banking Correlation

Very weak diversification

The correlation between Oberweis China Opportunities and FFBFX is 0.51 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Oberweis China Opportunities and FFBFX in the same portfolio, assuming nothing else is changed.

Moving together with Oberweis Mutual Fund

0.75	OBEGX	Oberweis Emerging Growth	Pair Corr
0.86	OBIIX	Oberweis International	Pair Corr
0.85	OBIOX	Oberweis International	Pair Corr
0.79	OBMCX	Oberweis Micro Cap	Pair Corr

Moving against Oberweis Mutual Fund

0.48

USPSX

Profunds Ultrashort

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
9.78	10.95	12.12

Details

Intrinsic

Valuation

Low	Real	High
10.52	11.69	12.86

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Oberweis China. Your research has to be compared to or analyzed against Oberweis China's peers to derive any actionable benefits. When done correctly, Oberweis China's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Oberweis China Oppor.

Oberweis China Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Oberweis China and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Oberweis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Oberweis China Oppor does not affect the price movement of the other competitor.

	FIXRX	MADFX	FMRAX	APPLX	TEFQX	TREMX	IICAX	TCELX	FFBFX
FIXRX		0.87	1.0	0.85	0.15	0.92	0.9	0.93	0.85	FIXRX
MADFX	0.87		0.87	0.92	-0.13	0.95	0.85	0.83	0.86	MADFX
FMRAX	1.0	0.87		0.85	0.15	0.92	0.9	0.93	0.86	FMRAX
APPLX	0.85	0.92	0.85		-0.12	0.94	0.76	0.89	0.75	APPLX
TEFQX	0.15	-0.13	0.15	-0.12		-0.09	0.12	0.03	0.18	TEFQX
TREMX	0.92	0.95	0.92	0.94	-0.09		0.83	0.9	0.8	TREMX
IICAX	0.9	0.85	0.9	0.76	0.12	0.83		0.84	0.84	IICAX
TCELX	0.93	0.83	0.93	0.89	0.03	0.9	0.84		0.73	TCELX
FFBFX	0.85	0.86	0.86	0.75	0.18	0.8	0.84	0.73		FFBFX
	FIXRX	MADFX	FMRAX	APPLX	TEFQX	TREMX	IICAX	TCELX	FFBFX

High positive correlations

FMRAX	+ 1.0	FIXRX
TREMX	+ 0.95	MADFX
TREMX	+ 0.94	APPLX
TCELX	+ 0.93	FIXRX
TCELX	+ 0.93	FMRAX
TREMX	+ 0.92	FIXRX

High negative correlations

TEFQX	- 0.13	MADFX
TEFQX	- 0.12	APPLX
TREMX	- 0.09	TEFQX

Risk-Adjusted Indicators

There is a big difference between Oberweis Mutual Fund performing well and Oberweis China Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Oberweis China's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FIXRX	0.25	0.01	(0.05)	0.09	0.24	(0.27)	0.54	(0.54)	1.36
MADFX	0.67	0.18	0.25	0.33	0.26	(0.87)	1.32	(1.06)	7.62
FMRAX	0.28	0.02	(0.03)	0.10	0.30	(0.31)	0.65	(0.64)	1.60
APPLX	1.35	0.70	0.87	1.66	0.00	(1.80)	1.54	(0.87)	21.67
TEFQX	1.42	(0.23)	0.00	(0.11)	0.00	0.00	2.94	(4.32)	8.44
TREMX	0.96	0.42	0.52	0.65	0.00	(1.35)	2.45	(0.93)	12.41
IICAX	0.53	0.07	0.03	1.07	0.62	(0.57)	1.14	(1.12)	3.26
TCELX	0.75	0.17	0.15	0.48	0.68	(0.81)	1.45	(1.42)	3.56
FFBFX	1.12	(0.04)	(0.01)	0.02	1.42	(1.19)	2.51	(2.91)	6.57

Oberweis China Competitive Analysis

The better you understand Oberweis China competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Oberweis China's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Oberweis China's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	OBCHX	FIXRX	MADFX	FMRAX	APPLX	TEFQX	TREMX	IICAX	TCELX	FFBFX
	0.45 10.95 Oberweis	0.06 62.42 Fidelity	0.11 36.78 Matrix	0.08 12.82 Fidelity	0.00 12.24 Appleseed	2.62 4.84 Firsthand	0.23 8.66 TREMX	0.08 11.82 Large	1.42 16.00 TCELX	0.20 30.52 Emerald
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Somewhat reliable	Somewhat reliable	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Solid	Good	Solid	Weakest	Solid	Fair	Solid	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Hold	Strong Buy	Strong Hold	Strong Hold	Cautious Hold	Strong Buy	Cautious Hold	Strong Buy	Strong Hold
Net Asset	51.52 M	56.15 M	57.61 M	49.56 M	51.31 M	49.16 M	62.27 M	51.35 M	11.52 M	48.02 M
Minimum Initial Investment	N/A	N/A	1 K	N/A	N/A	2 K	N/A	2.5 K	2.5 K	N/A
Price To Book	2.49	2.2	N/A	N/A	1.32	4.81	1.3	2.91	N/A	1.89
Five Year Return	-2.65	4.75	11.99	4.66	7.0	-19.45	-8.2	13.25	-0.41	-0.97
One Year Return	58.5	14.02	15.55	14.31	23.19	23.94	60.09	11.23	51.42	12.0
Last Dividend Paid	N/A	0.01	0.17	N/A	0.21	N/A	N/A	N/A	N/A	N/A
Price To Earning	16.19	17.57	N/A	N/A	14.58	41.92	9.84	17.28	N/A	18.82
Price To Sales	1.66	1.58	N/A	N/A	0.61	2.93	0.92	1.58	N/A	4.92
Cash Position Weight	0.35	3.87	1.02	3.67	6.11	0.43	3.5	3.1	3.55	2.5
Equity Positions Weight	99.3	42.05	98.98	46.32	69.5	99.57	96.49	96.9	96.45	95.33
Three Year Return	11.62	9.39	13.14	10.14	12.02	2.67	45.53	17.11	7.7	14.45
Annual Yield	0.0101	0.0265	0.0186	0.0253	0.0518	N/A	0.0243	0.0013	0.0111	N/A
Year To Date Return	14.46	2.31	4.53	1.92	1.16	1.02	15.3	1.67	10.6	3.38
Bond Positions Weight	N/A	6.83	N/A	6.65	0.7	N/A	N/A	N/A	N/A	N/A
Ten Year Return	7.91	7.81	N/A	N/A	3.55	16.85	-1.81	10.6	N/A	7.23
Day Typical Price	10.95	62.42	36.78	12.82	12.24	4.84	8.66	11.82	16.0	30.52
Daily Balance Of Power	0	9.2 T	0	9.2 T	0.0	0	0	9.2 T	0	9.2 T
Period Momentum Indicator	(0.05)	0.04	(0.04)	0.01	N/A	(0.13)	(0.02)	0.01	(0.23)	0.06
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	0.97	1.0	1.0	0.99	1.0
Day Median Price	10.95	62.42	36.78	12.82	12.24	4.84	8.66	11.82	16.0	30.52
Price Action Indicator	(0.03)	0.02	(0.02)	0.005	N/A	(0.07)	(0.01)	0.005	(0.12)	0.03
Relative Strength Index	67.16	64.57	70.37	64.52	91.05	40.78	79.66	60.92	70.39	52.0
Coefficient Of Variation	646.74	759.75	468.13	758.22	502.78	(1,277)	343.02	796.49	446.59	3447.3
Mean Deviation	0.9991	0.2472	0.6674	0.2803	1.35	1.42	0.9589	0.5321	0.7469	1.12
Jensen Alpha	0.137	0.0149	0.1765	0.0182	0.7	(0.23)	0.4206	0.0703	0.1719	(0.04)
Total Risk Alpha	0.0893	0.0097	0.1369	0.0126	0.4622	(0.29)	0.3435	0.0267	0.1284	(0.07)
Sortino Ratio	0.1155	(0.05)	0.2499	(0.03)	0.8678	N/A	0.5184	0.0319	0.1481	(0.01)
Downside Variance	1.11	0.1199	0.4012	0.178	0.5979	N/A	0.6113	0.5004	0.905	2.28
Standard Deviation	1.18	0.3237	1.03	0.3693	3.68	1.89	1.6	0.668	0.9031	1.51
Kurtosis	(0.70)	0.08	18.22	0.2216	28.34	0.6509	24.22	0.2857	(0.58)	0.2438
Potential Upside	2.3	0.539	1.32	0.6452	1.54	2.94	2.45	1.14	1.45	2.51
Treynor Ratio	0.2471	0.0945	0.3252	0.0969	1.66	(0.11)	0.6516	1.07	0.4846	0.0232
Maximum Drawdown	4.35	1.36	7.62	1.6	21.67	8.44	12.41	3.26	3.56	6.57
Variance	1.4	0.1048	1.06	0.1364	13.56	3.57	2.56	0.4462	0.8155	2.29
Market Risk Adjusted Performance	0.2571	0.1045	0.3352	0.1069	1.67	(0.1)	0.6616	1.08	0.4946	0.0332
Risk Adjusted Performance	0.1161	0.0831	0.158	0.0861	0.1524	(0.05)	0.2171	0.0903	0.1645	0.0263
Skewness	0.1686	(0.42)	3.19	(0.44)	5.32	(0.66)	4.02	(0.49)	(0.39)	0.0729
Semi Deviation	0.87	0.2447	0.2619	0.3013	0.0	N/A	0.0	0.6157	0.6825	1.42
Information Ratio	0.1028	(0.06)	0.154	(0.03)	0.1822	(0.11)	0.2532	0.0338	0.156	(0.01)
Value At Risk	(1.66)	(0.54)	(1.06)	(0.64)	(0.87)	(4.32)	(0.93)	(1.12)	(1.42)	(2.91)
Expected Short fall	(1.25)	(0.27)	(0.87)	(0.31)	(1.80)	N/A	(1.35)	(0.57)	(0.81)	(1.19)
Downside Deviation	1.05	0.3463	0.6334	0.4219	0.7733	N/A	0.7818	0.7074	0.9513	1.51
Semi Variance	0.757	0.0599	0.0686	0.0908	(0.45)	N/A	(0.12)	0.3791	0.4658	2.03

Oberweis China Competition Performance Charts

Five steps to successful analysis of Oberweis China Competition

Oberweis China's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Oberweis China Oppor in relation to its competition. Oberweis China's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Oberweis China in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Oberweis China's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Oberweis China Oppor, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Oberweis China position

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Other Information on Investing in Oberweis Mutual Fund

Oberweis China financial ratios help investors to determine whether Oberweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oberweis with respect to the benefits of owning Oberweis China security.

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