DASCX vs. ANCIX
Compare and contrast key facts about Dean Small Cap Value Fund (DASCX) and Ancora MicroCap Fund (ANCIX).
DASCX is managed by Dean Fund. It was launched on May 28, 1997. ANCIX is managed by Ancora. It was launched on Sep 2, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DASCX or ANCIX.
Key characteristics
| DASCX | ANCIX | |
|---|---|---|
| YTD Return | 10.30% | 5.69% |
| 1Y Return | 18.01% | 10.22% |
| 3Y Return (Ann) | 4.65% | 3.59% |
| 5Y Return (Ann) | 8.60% | 11.68% |
| 10Y Return (Ann) | 3.11% | 1.14% |
| Sharpe Ratio | 1.32 | 0.83 |
| Sortino Ratio | 2.15 | 1.30 |
| Omega Ratio | 1.25 | 1.15 |
| Calmar Ratio | 1.86 | 1.16 |
| Martin Ratio | 5.54 | 2.56 |
| Ulcer Index | 4.08% | 5.55% |
| Daily Std Dev | 17.09% | 17.10% |
| Max Drawdown | -75.85% | -64.68% |
| Current Drawdown | -1.86% | -3.59% |
Correlation
The correlation between DASCX and ANCIX is 0.82, 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.
Performance
DASCX vs. ANCIX - Performance Comparison
In the year-to-date period, DASCX achieves a 10.30% return, which is significantly higher than ANCIX's 5.69% return. Over the past 10 years, DASCX has outperformed ANCIX with an annualized return of 3.11%, while ANCIX has yielded a comparatively lower 1.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DASCX vs. ANCIX - Expense Ratio Comparison
DASCX has a 1.13% expense ratio, which is lower than ANCIX's 1.74% expense ratio.
Risk-Adjusted Performance
DASCX vs. ANCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dean Small Cap Value Fund (DASCX) and Ancora MicroCap Fund (ANCIX). 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.
Dividends
DASCX vs. ANCIX - Dividend Comparison
DASCX's dividend yield for the trailing twelve months is around 1.59%, more than ANCIX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DASCX Dean Small Cap Value Fund | 1.59% | 1.75% | 1.28% | 0.98% | 1.61% | 1.31% | 1.58% | 0.77% | 1.09% | 0.29% | 0.58% | 0.02% |
ANCIX Ancora MicroCap Fund | 1.24% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.00% | 0.00% | 7.61% |
Drawdowns
DASCX vs. ANCIX - Drawdown Comparison
The maximum DASCX drawdown since its inception was -75.85%, which is greater than ANCIX's maximum drawdown of -64.68%. Use the drawdown chart below to compare losses from any high point for DASCX and ANCIX. For additional features, visit the drawdowns tool.
Volatility
DASCX vs. ANCIX - Volatility Comparison
Dean Small Cap Value Fund (DASCX) has a higher volatility of 7.76% compared to Ancora MicroCap Fund (ANCIX) at 5.53%. This indicates that DASCX's price experiences larger fluctuations and is considered to be riskier than ANCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.