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 a closer substitute for your current allocation.
Cheapest Alternatives to EMCAX
EMCAX charges 1.96% annually. There are 163 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 | EMCAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | EMCAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | EMCAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | EMCAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | EMCAX vs VISGX |
Best Risk-Adjusted Alternatives to EMCAX
EMCAX has a PortfoliosLab risk / return rank of 35. There are 105 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | EMCAX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | EMCAX vs NESGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 92 | — | Nov 2015 | EMCAX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 92 | — | Dec 2016 | EMCAX vs NEAIX | |
| Needham Aggressive Growth Fund | 91 | — | Sep 2001 | EMCAX vs NEAGX |
Top Performing EMCAX Alternatives (YTD)
EMCAX is at 13.97% YTD. There are 121 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | EMCAX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | EMCAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 58.23% | — | Dec 2016 | EMCAX vs NEAIX | |
| Needham Aggressive Growth Fund | 57.94% | — | Sep 2001 | EMCAX vs NEAGX | |
| Oberweis Micro Cap Fund | 47.10% | — | Dec 1995 | EMCAX vs OBMCX |
Lowest Volatility Alternatives to EMCAX
EMCAX has 14.48% 1-year volatility. No mutual funds in the Small Cap Growth Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 15.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | EMCAX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | EMCAX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | EMCAX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | EMCAX vs NBGIX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.34% | — | Sep 1997 | EMCAX vs ETMGX |
Lowest Drawdown Alternatives to EMCAX
EMCAX has a 1-year max drawdown of -8.60%. There are 3 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | EMCAX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | EMCAX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | EMCAX vs WMKSX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | EMCAX vs RFIMX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | EMCAX vs SGPIX |
Often Compared With EMCAX
Investors most often compare EMCAX with NBMIX, TQQQ, FGROX. These 20 comparison targets span 2 categories, 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.
Pair EMCAX with funds that move differently
Empiric 2500 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMCAX.
Explore EMCAX Diversifiers