EMCAX Alternatives & Similar Mutual Funds

Empiric 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 164 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	EMCAX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	47.00B	May 2000	EMCAX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	47.00B	Sep 2011	EMCAX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	EMCAX vs VRTGX
VISGX	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 40. There are 81 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	91	—	Nov 2015	EMCAX vs DSCIX
NESIX	Needham Small Cap Growth Fund Institutional	83	—	Dec 2016	EMCAX vs NESIX
NESGX	Needham Small Cap Growth Fund	82	—	May 2002	EMCAX vs NESGX
ORIGX	North Square Spectrum Alpha Fund	79	—	Jan 1994	EMCAX vs ORIGX
DMCRX	Driehaus Micro Cap Growth Fund	77	—	Nov 2013	EMCAX vs DMCRX

Top Performing EMCAX Alternatives (YTD)

EMCAX is at 14.75% YTD. There are 80 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	56.00%	—	Dec 2016	EMCAX vs NESIX
NESGX	Needham Small Cap Growth Fund	55.46%	—	May 2002	EMCAX vs NESGX
OBMCX	Oberweis Micro Cap Fund	35.75%	—	Dec 1995	EMCAX vs OBMCX
NEAIX	Needham Aggressive Growth Fund Institutional Class	33.50%	—	Dec 2016	EMCAX vs NEAIX
NEAGX	Needham Aggressive Growth Fund Retail Class	33.20%	—	Sep 2001	EMCAX vs NEAGX

Lowest Volatility Alternatives to EMCAX

EMCAX has 14.57% 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 15.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.38%	—	Jul 2011	EMCAX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.31%	—	Sep 1988	EMCAX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.31%	—	Jul 1999	EMCAX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.33%	—	Jan 1997	EMCAX vs ETEGX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	16.40%	—	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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	EMCAX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	EMCAX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	EMCAX vs WMKSX
SGPIX	ProFunds Small Cap Growth Fund	-9.15%	—	Sep 2001	EMCAX vs SGPIX
ORIGX	North Square Spectrum Alpha Fund	-9.55%	—	Jan 1994	EMCAX vs ORIGX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	23	9.72%	—	Oct 1998	EMCAX vs NBMIX
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	45	29.42%	32.83B	Feb 2010	EMCAX vs TQQQ
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	76	23.70%	—	Oct 2008	EMCAX vs FGROX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	35	16.19%	—	Jun 1999	EMCAX vs BIASX
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	31	15.47%	—	Mar 2008	EMCAX vs AOFIX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	42	15.83%	—	Dec 2013	EMCAX vs WISGX
GPSCX	Victory RS Small Cap Equity Fund	Small Cap Growth Equities	—	—	—	May 1997	EMCAX vs GPSCX
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	24	13.68%	—	Feb 1969	EMCAX vs QUASX
LAGWX	Lord Abbett Developing Growth Fund	Small Cap Growth Equities	37	18.73%	—	Oct 1973	EMCAX vs LAGWX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	75	23.46%	—	Oct 1992	EMCAX vs HSPGX
BCSSX	Brown Capital Management Small Company Fund Instit...	Small Cap Growth Equities	6	5.90%	—	Jul 1992	EMCAX vs BCSSX
PQJCX	PGIM Jennison Small-Cap Core Equity Fund	Small Cap Growth Equities	60	15.36%	—	Nov 2016	EMCAX vs PQJCX
ASMNX	AQR Small Cap Momentum Style Fund Class N	Small Cap Growth Equities	—	—	—	Dec 2012	EMCAX vs ASMNX
BCSIX	Brown Capital Management Small Company Fund	Small Cap Growth Equities	6	5.80%	—	Jul 1992	EMCAX vs BCSIX
GTSAX	Invesco Small Cap Growth Fund	Small Cap Growth Equities	22	12.03%	—	Oct 1995	EMCAX vs GTSAX
JMIGX	Jacob Discovery Fund	Small Cap Growth Equities	17	-8.59%	—	Dec 1997	EMCAX vs JMIGX
MNDIX	MFS New Discovery Fund	Small Cap Growth Equities	31	11.82%	—	Jan 1997	EMCAX vs MNDIX
HASGX	Harbor Small Cap Growth Fund	Small Cap Growth Equities	30	11.62%	—	Nov 2000	EMCAX vs HASGX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	13.93%	—	May 2012	EMCAX vs JGMNX
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	3	0.94%	—	Sep 1997	EMCAX vs BSCFX

Compare EMCAX with Any Fund or Stock

Compare EMCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EMCAX with funds that move differently

Empiric Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMCAX.

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Empiric Fund (EMCAX) Alternatives