Value Line Capital Appreciation Fund, Inc. (VALIX) Alternatives
Value Line Capital Appreciation Fund, Inc. (VALIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VALIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VALIX
VALIX charges 1.07% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VALIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VALIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VALIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VALIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VALIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VALIX vs BWBIX |
Best Risk-Adjusted Alternatives to VALIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VALIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VALIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VALIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VALIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VALIX vs PMAIX |
Top Performing VALIX Alternatives (YTD)
VALIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | VALIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VALIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VALIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VALIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VALIX vs CONWX |
Lowest Volatility Alternatives to VALIX
VALIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VALIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VALIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VALIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VALIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VALIX vs SICIX |
Lowest Drawdown Alternatives to VALIX
VALIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VALIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VALIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VALIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VALIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VALIX vs SICIX |
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Often Compared With VALIX
What investors most often compare with VALIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Puritan Fund | Diversified Portfolio | 60 | -3.53% | Apr 16, 1947 | VALIX vs FPURX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | VALIX vs SPY | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 89 | 2.08% | Mar 15, 2022 | VALIX vs GDE | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | VALIX vs VOO | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | VALIX vs PONAX | |
| American Funds American Balanced Fund Class A | Diversified Portfolio | 81 | -2.86% | Jul 26, 1975 | VALIX vs ABALX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | VALIX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | VALIX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | VALIX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | VALIX vs WWWEX |
Compare VALIX with Any Fund or Stock
Compare VALIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.