ACWDX vs. EMCAX
Compare and contrast key facts about AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and Empiric 2500 Fund (EMCAX).
ACWDX is managed by AMG. It was launched on Nov 3, 2010. EMCAX is managed by Empiric Funds. It was launched on Nov 6, 1995.
Performance
ACWDX vs. EMCAX - Performance Comparison
Loading graphics...
ACWDX vs. EMCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 1.16% | 0.29% | 9.27% | 21.13% | -22.32% | 12.52% | 45.63% | 20.24% | -5.14% | 18.69% |
EMCAX Empiric 2500 Fund | -0.57% | 2.37% | 13.89% | 12.43% | -16.06% | 16.07% | 27.81% | 19.10% | -4.64% | 21.82% |
Returns By Period
In the year-to-date period, ACWDX achieves a 1.16% return, which is significantly higher than EMCAX's -0.57% return. Both investments have delivered pretty close results over the past 10 years, with ACWDX having a 9.71% annualized return and EMCAX not far behind at 9.61%.
ACWDX
- 1D
- 4.11%
- 1M
- -5.41%
- YTD
- 1.16%
- 6M
- -5.41%
- 1Y
- 11.84%
- 3Y*
- 7.93%
- 5Y*
- 3.18%
- 10Y*
- 9.71%
EMCAX
- 1D
- 2.60%
- 1M
- -6.15%
- YTD
- -0.57%
- 6M
- -1.03%
- 1Y
- 6.53%
- 3Y*
- 8.52%
- 5Y*
- 2.22%
- 10Y*
- 9.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACWDX vs. EMCAX - Expense Ratio Comparison
ACWDX has a 1.00% expense ratio, which is lower than EMCAX's 1.96% expense ratio.
Return for Risk
ACWDX vs. EMCAX — Risk / Return Rank
ACWDX
EMCAX
ACWDX vs. EMCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and Empiric 2500 Fund (EMCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACWDX | EMCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.41 | +0.04 |
Sortino ratioReturn per unit of downside risk | 0.76 | 0.72 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.09 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.74 | -0.18 |
Martin ratioReturn relative to average drawdown | 1.45 | 3.00 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ACWDX | EMCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.41 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.12 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.48 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.44 | -0.02 |
Correlation
The correlation between ACWDX and EMCAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACWDX vs. EMCAX - Dividend Comparison
ACWDX has not paid dividends to shareholders, while EMCAX's dividend yield for the trailing twelve months is around 0.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWDX AMG GW&K Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.74% | 0.00% | 2.04% | 58.27% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
EMCAX Empiric 2500 Fund | 0.13% | 0.13% | 0.13% | 0.00% | 0.00% | 0.51% | 7.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACWDX vs. EMCAX - Drawdown Comparison
The maximum ACWDX drawdown since its inception was -38.86%, smaller than the maximum EMCAX drawdown of -51.81%. Use the drawdown chart below to compare losses from any high point for ACWDX and EMCAX.
Loading graphics...
Drawdown Indicators
| ACWDX | EMCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.86% | -51.81% | +12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -10.15% | -4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -32.74% | -30.60% | -2.14% |
Max Drawdown (10Y)Largest decline over 10 years | -38.86% | -42.79% | +3.93% |
Current DrawdownCurrent decline from peak | -11.49% | -6.22% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -13.33% | +3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 2.50% | +3.23% |
Volatility
ACWDX vs. EMCAX - Volatility Comparison
AMG GW&K Small/Mid Cap Growth Fund (ACWDX) has a higher volatility of 8.29% compared to Empiric 2500 Fund (EMCAX) at 5.42%. This indicates that ACWDX's price experiences larger fluctuations and is considered to be riskier than EMCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ACWDX | EMCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 5.42% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 18.34% | 10.49% | +7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 17.50% | +8.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 18.18% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 20.21% | +3.16% |