EMCAX Alternatives & Similar Mutual Funds

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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	EMCAX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	EMCAX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	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 23. There are 114 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
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	EMCAX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	EMCAX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	EMCAX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	EMCAX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	EMCAX vs OBMCX

Top Performing EMCAX Alternatives (YTD)

EMCAX is at 11.03% YTD. There are 113 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	EMCAX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	EMCAX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	EMCAX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	EMCAX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	EMCAX vs OBMCX

Lowest Volatility Alternatives to EMCAX

EMCAX has 14.15% 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 15.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	EMCAX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	EMCAX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	EMCAX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	EMCAX vs ETEGX
JATTX	Janus Henderson Triton Fund Class T	16.06%	—	Feb 2005	EMCAX vs JATTX

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
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	EMCAX vs RFIMX
SGPIX	ProFunds Small Cap Growth Fund	-9.15%	—	Sep 2001	EMCAX vs SGPIX

Often Compared With EMCAX

Investors most often compare EMCAX with TQQQ, NBMIX, FGROX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	71	64.46%	39.77B	Feb 2010	EMCAX vs TQQQ
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	36	20.21%	—	Oct 1998	EMCAX vs NBMIX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	83	26.22%	—	Oct 2008	EMCAX vs FGROX
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	21	9.65%	—	Mar 2008	EMCAX vs AOFIX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	38	16.57%	—	Dec 2013	EMCAX vs WISGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	18	10.70%	—	Jun 1999	EMCAX vs BIASX
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	30	19.60%	—	Feb 1969	EMCAX vs QUASX
LAGWX	Lord Abbett Developing Growth Fund	Small Cap Growth Equities	68	31.17%	—	Oct 1973	EMCAX vs LAGWX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	26.02%	—	Oct 1992	EMCAX vs HSPGX
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	3	-1.94%	—	Sep 1997	EMCAX vs BSCFX
GPSCX	Victory RS Small Cap Equity Fund	Small Cap Growth Equities	—	—	—	May 1997	EMCAX vs GPSCX
BCSIX	Brown Capital Management Small Company Fund	Small Cap Growth Equities	2	-4.46%	—	Jul 1992	EMCAX vs BCSIX
PQJCX	PGIM Jennison Small-Cap Core Equity Fund	Small Cap Growth Equities	28	11.11%	—	Nov 2016	EMCAX vs PQJCX
ASMNX	AQR Small Cap Momentum Style Fund Class N	Small Cap Growth Equities	—	—	—	Dec 2012	EMCAX vs ASMNX
HASGX	Harbor Small Cap Growth Fund	Small Cap Growth Equities	45	18.25%	—	Nov 2000	EMCAX vs HASGX
BCSSX	Brown Capital Management Small Company Fund Instit...	Small Cap Growth Equities	2	-4.40%	—	Jul 1992	EMCAX vs BCSSX
GTSAX	Invesco Small Cap Growth Fund	Small Cap Growth Equities	48	22.50%	—	Oct 1995	EMCAX vs GTSAX
JMIGX	Jacob Discovery Fund	Small Cap Growth Equities	39	-1.17%	—	Dec 1997	EMCAX vs JMIGX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	37	11.47%	—	May 2012	EMCAX vs JGMNX
MNDIX	MFS New Discovery Fund	Small Cap Growth Equities	27	11.23%	—	Jan 1997	EMCAX vs MNDIX

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 2500 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 2500 Fund (EMCAX) Alternatives