Empiric 2500 Fund (EMCAX) Alternatives
Empiric 2500 Fund (EMCAX) 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 EMCAX. 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 EMCAX
EMCAX charges 1.96% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among EMCAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | EMCAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | EMCAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | EMCAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | EMCAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | EMCAX vs VISGX |
Best Risk-Adjusted Alternatives to EMCAX
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 | 93 | Sep 4, 2001 | EMCAX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | EMCAX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | EMCAX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | EMCAX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | EMCAX vs HRSMX |
Top Performing EMCAX Alternatives (YTD)
EMCAX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | EMCAX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | EMCAX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | EMCAX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | EMCAX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | EMCAX vs OBMCX |
Lowest Volatility Alternatives to EMCAX
EMCAX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calvert Small/Mid-Cap Fund Class I | 19.29% | Jul 29, 2011 | EMCAX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | EMCAX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.73% | Jun 28, 2006 | EMCAX vs PXQSX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | EMCAX vs NCLEX | |
| Eaton Vance Small-Cap Fund | 19.73% | Jan 2, 1997 | EMCAX vs ETEGX |
Lowest Drawdown Alternatives to EMCAX
EMCAX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | EMCAX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | EMCAX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | EMCAX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | EMCAX vs CTSIX | |
| Delaware Ivy Small Cap Growth Fund | -12.46% | Sep 21, 1992 | EMCAX vs WRGCX |
Often Compared With EMCAX
What investors most often compare with EMCAX, based on PortfoliosLab usage data.
Compare EMCAX with Any Fund or Stock
Compare EMCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.