EFCNX vs. DWOIX
Compare and contrast key facts about Emerald Insights Fund (EFCNX) and BNY Mellon Research Growth Fund, Inc. (DWOIX).
EFCNX is managed by Emerald. It was launched on Aug 1, 2014. DWOIX is managed by T. Rowe Price. It was launched on Sep 30, 2008.
Performance
EFCNX vs. DWOIX - Performance Comparison
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EFCNX vs. DWOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
DWOIX BNY Mellon Research Growth Fund, Inc. | -9.24% | 15.02% | 33.86% | 42.21% | -33.77% | 19.08% | 51.52% | 29.43% | 0.63% | 23.77% |
Returns By Period
Over the past 10 years, EFCNX has outperformed DWOIX with an annualized return of 16.72%, while DWOIX has yielded a comparatively lower 14.72% annualized return.
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
DWOIX
- 1D
- 3.83%
- 1M
- -5.85%
- YTD
- -9.24%
- 6M
- -7.08%
- 1Y
- 19.30%
- 3Y*
- 19.26%
- 5Y*
- 8.91%
- 10Y*
- 14.72%
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EFCNX vs. DWOIX - Expense Ratio Comparison
EFCNX has a 1.40% expense ratio, which is higher than DWOIX's 0.78% expense ratio.
Return for Risk
EFCNX vs. DWOIX — Risk / Return Rank
EFCNX
DWOIX
EFCNX vs. DWOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerald Insights Fund (EFCNX) and BNY Mellon Research Growth Fund, Inc. (DWOIX). 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.
| EFCNX | DWOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 0.88 | +1.55 |
Sortino ratioReturn per unit of downside risk | 3.41 | 1.41 | +2.00 |
Omega ratioGain probability vs. loss probability | 1.84 | 1.20 | +0.65 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.32 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.10 | 4.78 | -1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EFCNX | DWOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 0.88 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.37 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.65 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.61 | +0.02 |
Correlation
The correlation between EFCNX and DWOIX is 0.89, 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
EFCNX vs. DWOIX - Dividend Comparison
EFCNX's dividend yield for the trailing twelve months is around 8.50%, less than DWOIX's 17.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
DWOIX BNY Mellon Research Growth Fund, Inc. | 17.20% | 15.61% | 9.46% | 3.66% | 16.15% | 14.40% | 10.82% | 9.94% | 19.19% | 9.73% | 5.89% | 6.88% |
Drawdowns
EFCNX vs. DWOIX - Drawdown Comparison
The maximum EFCNX drawdown since its inception was -38.34%, roughly equal to the maximum DWOIX drawdown of -38.50%. Use the drawdown chart below to compare losses from any high point for EFCNX and DWOIX.
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Drawdown Indicators
| EFCNX | DWOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -38.50% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -15.08% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -38.50% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.34% | -38.50% | +0.16% |
Current DrawdownCurrent decline from peak | 0.00% | -11.83% | +11.83% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -6.67% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 4.15% | +3.30% |
Volatility
EFCNX vs. DWOIX - Volatility Comparison
The current volatility for Emerald Insights Fund (EFCNX) is 0.00%, while BNY Mellon Research Growth Fund, Inc. (DWOIX) has a volatility of 6.97%. This indicates that EFCNX experiences smaller price fluctuations and is considered to be less risky than DWOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFCNX | DWOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 6.97% | -6.97% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 12.51% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 23.17% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 23.95% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 22.65% | +0.20% |