Dana Epiphany ESG Small Cap Equity Fund (DSCIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSCIX
DSCIX charges 0.95% annually. There are 51 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DSCIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | DSCIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | DSCIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | DSCIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | DSCIX vs VISGX |
Best Risk-Adjusted Alternatives to DSCIX
DSCIX has a PortfoliosLab risk / return rank of 89. There are 3 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | DSCIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | DSCIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | DSCIX vs DMCRX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | DSCIX vs NEAIX | |
| Needham Aggressive Growth Fund | 86 | — | Sep 2001 | DSCIX vs NEAGX |
Top Performing DSCIX Alternatives (YTD)
DSCIX is at 26.61% YTD. There are 21 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | DSCIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | DSCIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | DSCIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | DSCIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | DSCIX vs OBMCX |
Lowest Volatility Alternatives to DSCIX
DSCIX has 17.27% 1-year volatility. There are 17 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | DSCIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | DSCIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | DSCIX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | DSCIX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | DSCIX vs ETMGX |
Lowest Drawdown Alternatives to DSCIX
DSCIX has a 1-year max drawdown of -7.08%. No mutual funds in the Small Cap Growth Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -8.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | DSCIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | DSCIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | DSCIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | DSCIX vs RFIMX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | DSCIX vs SGPIX |
Other Mutual Funds from Dana Investment
The 1 most viewed Dana Investment mutual funds shown here include ESGIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dana Epiphany ESG Equity Fund | Large Cap Blend Equities | 35 | 8.65% | — | Feb 2008 | DSCIX vs ESGIX |
Often Compared With DSCIX
Investors most often compare DSCIX with STAG, LMOIX, CTSIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare DSCIX with Any Fund or Stock
Compare DSCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSCIX with funds that move differently
Dana Epiphany ESG Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSCIX.
Explore DSCIX Diversifiers