DSCIX vs. VISGX
Compare and contrast key facts about Dana Epiphany ESG Small Cap Equity Fund (DSCIX) and Vanguard Small Cap Growth Index Fund (VISGX).
DSCIX is managed by Dana Investment. It was launched on Nov 3, 2015. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
DSCIX vs. VISGX - Performance Comparison
Loading graphics...
DSCIX vs. VISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 4.40% | 13.18% | 5.10% | 20.00% | -21.46% | 30.92% | 13.33% | 21.51% | -16.96% | 11.59% |
VISGX Vanguard Small Cap Growth Index Fund | -3.94% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
Returns By Period
In the year-to-date period, DSCIX achieves a 4.40% return, which is significantly higher than VISGX's -3.94% return. Over the past 10 years, DSCIX has underperformed VISGX with an annualized return of 8.50%, while VISGX has yielded a comparatively higher 9.84% annualized return.
DSCIX
- 1D
- -0.96%
- 1M
- -4.81%
- YTD
- 4.40%
- 6M
- 8.90%
- 1Y
- 32.44%
- 3Y*
- 12.01%
- 5Y*
- 5.68%
- 10Y*
- 8.50%
VISGX
- 1D
- -1.75%
- 1M
- -9.44%
- YTD
- -3.94%
- 6M
- -2.52%
- 1Y
- 15.53%
- 3Y*
- 10.67%
- 5Y*
- 1.54%
- 10Y*
- 9.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DSCIX vs. VISGX - Expense Ratio Comparison
DSCIX has a 0.95% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Return for Risk
DSCIX vs. VISGX — Risk / Return Rank
DSCIX
VISGX
DSCIX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) and Vanguard Small Cap Growth Index Fund (VISGX). 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.
| DSCIX | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 0.62 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.03 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.14 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 0.86 | +1.27 |
Martin ratioReturn relative to average drawdown | 10.30 | 3.47 | +6.83 |
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
| DSCIX | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.62 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.07 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.43 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Correlation
The correlation between DSCIX and VISGX is 0.91, 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
DSCIX vs. VISGX - Dividend Comparison
DSCIX's dividend yield for the trailing twelve months is around 5.76%, more than VISGX's 0.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 5.76% | 6.01% | 0.16% | 0.30% | 4.99% | 8.71% | 0.05% | 0.00% | 9.11% | 0.03% | 0.18% | 0.00% |
VISGX Vanguard Small Cap Growth Index Fund | 0.42% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Drawdowns
DSCIX vs. VISGX - Drawdown Comparison
The maximum DSCIX drawdown since its inception was -47.60%, smaller than the maximum VISGX drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for DSCIX and VISGX.
Loading graphics...
Drawdown Indicators
| DSCIX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.60% | -58.74% | +11.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.09% | -14.49% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -32.94% | -38.41% | +5.47% |
Max Drawdown (10Y)Largest decline over 10 years | -47.60% | -38.70% | -8.90% |
Current DrawdownCurrent decline from peak | -5.92% | -11.39% | +5.47% |
Average DrawdownAverage peak-to-trough decline | -10.02% | -11.67% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.60% | -0.69% |
Volatility
DSCIX vs. VISGX - Volatility Comparison
The current volatility for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) is 6.10%, while Vanguard Small Cap Growth Index Fund (VISGX) has a volatility of 7.59%. This indicates that DSCIX experiences smaller price fluctuations and is considered to be less risky than VISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DSCIX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 7.59% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | 15.11% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.76% | 24.20% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.17% | 23.49% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.21% | 22.88% | +0.33% |