Dana Epiphany ESG Small Cap Equity Fund (DSCIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DSCIX
DSCIX charges 0.95% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among DSCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DSCIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | DSCIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | DSCIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | DSCIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | DSCIX vs VISGX |
Best Risk-Adjusted Alternatives to DSCIX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | DSCIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | DSCIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | DSCIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | DSCIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | DSCIX vs HRSMX |
Top Performing DSCIX Alternatives (YTD)
DSCIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | DSCIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | DSCIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | DSCIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | DSCIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | DSCIX vs OBMCX |
Lowest Volatility Alternatives to DSCIX
DSCIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | DSCIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | DSCIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | DSCIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | DSCIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | DSCIX vs ETEGX |
Lowest Drawdown Alternatives to DSCIX
DSCIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | DSCIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | DSCIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | DSCIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | DSCIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | DSCIX vs CTSIX |
Other Mutual Funds from Dana Investment
Most popular Dana Investment mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dana Epiphany ESG Equity Fund | Large Cap Blend Equities | 44 | -6.65% | Feb 13, 2008 | DSCIX vs ESGIX |
Often Compared With DSCIX
What investors most often compare with DSCIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| STAG Industrial, Inc. | 47 | -0.84% | — | DSCIX vs STAG | ||
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | DSCIX vs PNSAX |
Compare DSCIX with Any Fund or Stock
Compare DSCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.