EMCAX vs. DSCIX
Compare and contrast key facts about Empiric 2500 Fund (EMCAX) and Dana Epiphany ESG Small Cap Equity Fund (DSCIX).
EMCAX is managed by Empiric Funds. It was launched on Nov 6, 1995. DSCIX is managed by Dana Investment. It was launched on Nov 3, 2015.
Performance
EMCAX vs. DSCIX - Performance Comparison
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EMCAX vs. DSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMCAX Empiric 2500 Fund | -0.57% | 2.37% | 13.89% | 12.43% | -16.06% | 16.07% | 27.81% | 19.10% | -4.64% | 21.82% |
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 7.92% | 13.18% | 5.10% | 20.00% | -21.46% | 30.92% | 13.33% | 21.51% | -16.96% | 11.59% |
Returns By Period
In the year-to-date period, EMCAX achieves a -0.57% return, which is significantly lower than DSCIX's 7.92% return. Over the past 10 years, EMCAX has outperformed DSCIX with an annualized return of 9.61%, while DSCIX has yielded a comparatively lower 8.86% annualized return.
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%
DSCIX
- 1D
- 3.37%
- 1M
- -2.21%
- YTD
- 7.92%
- 6M
- 11.97%
- 1Y
- 37.02%
- 3Y*
- 13.26%
- 5Y*
- 6.10%
- 10Y*
- 8.86%
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EMCAX vs. DSCIX - Expense Ratio Comparison
EMCAX has a 1.96% expense ratio, which is higher than DSCIX's 0.95% expense ratio.
Return for Risk
EMCAX vs. DSCIX — Risk / Return Rank
EMCAX
DSCIX
EMCAX vs. DSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Empiric 2500 Fund (EMCAX) and Dana Epiphany ESG Small Cap Equity Fund (DSCIX). 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.
| EMCAX | DSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 1.62 | -1.20 |
Sortino ratioReturn per unit of downside risk | 0.72 | 2.29 | -1.56 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.31 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.62 | -1.88 |
Martin ratioReturn relative to average drawdown | 3.00 | 12.64 | -9.64 |
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
| EMCAX | DSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 1.62 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.28 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.38 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.37 | +0.08 |
Correlation
The correlation between EMCAX and DSCIX is 0.90, 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
EMCAX vs. DSCIX - Dividend Comparison
EMCAX's dividend yield for the trailing twelve months is around 0.13%, less than DSCIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 5.57% | 6.01% | 0.16% | 0.30% | 4.99% | 8.71% | 0.05% | 0.00% | 9.11% | 0.03% | 0.18% |
Drawdowns
EMCAX vs. DSCIX - Drawdown Comparison
The maximum EMCAX drawdown since its inception was -51.81%, which is greater than DSCIX's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for EMCAX and DSCIX.
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Drawdown Indicators
| EMCAX | DSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.81% | -47.60% | -4.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -14.09% | +3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -32.94% | +2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -47.60% | +4.81% |
Current DrawdownCurrent decline from peak | -6.22% | -2.75% | -3.47% |
Average DrawdownAverage peak-to-trough decline | -13.33% | -10.02% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.92% | -0.42% |
Volatility
EMCAX vs. DSCIX - Volatility Comparison
The current volatility for Empiric 2500 Fund (EMCAX) is 5.42%, while Dana Epiphany ESG Small Cap Equity Fund (DSCIX) has a volatility of 7.02%. This indicates that EMCAX experiences smaller price fluctuations and is considered to be less risky than DSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMCAX | DSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 7.02% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 12.99% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 22.94% | -5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 22.22% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 23.23% | -3.02% |