Value Line Larger Companies Focused Fund (VALLX) Alternatives
Value Line Larger Companies Focused Fund (VALLX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VALLX. 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 VALLX
VALLX charges 1.14% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among VALLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | VALLX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | VALLX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | VALLX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | VALLX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VALLX vs VIGAX |
Best Risk-Adjusted Alternatives to VALLX
Among mutual funds in the Large Cap Growth Equities 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | VALLX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | VALLX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | VALLX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | VALLX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | VALLX vs VTMGX |
Top Performing VALLX Alternatives (YTD)
VALLX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | VALLX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | VALLX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | VALLX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | VALLX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | VALLX vs AMRGX |
Lowest Volatility Alternatives to VALLX
VALLX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | VALLX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | VALLX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | VALLX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | VALLX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | VALLX vs PROVX |
Lowest Drawdown Alternatives to VALLX
VALLX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | VALLX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | VALLX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | VALLX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | VALLX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | VALLX vs BBLIX |
Other Mutual Funds from Value Line
Most popular Value Line mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 2 | -7.91% | Mar 1, 1950 | VALLX vs VLIFX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 1 | -8.70% | May 31, 1956 | VALLX vs VALSX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 33 | -1.31% | Jun 23, 1993 | VALLX vs VLEOX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 1 | -6.85% | Aug 23, 1993 | VALLX vs VLAAX |
Often Compared With VALLX
What investors most often compare with VALLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vicor Corporation | 96 | 46.90% | — | VALLX vs VICR | ||
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | VALLX vs VUG | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | VALLX vs QQQ | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | VALLX vs IVV | |
| Vanguard Mega Cap Growth ETF | Large Cap Growth Equities | 51 | -10.90% | Dec 17, 2007 | VALLX vs MGK | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | VALLX vs TILIX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | VALLX vs GXXIX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | VALLX vs RYGRX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | VALLX vs ANFFX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | VALLX vs IOLZX |
Compare VALLX with Any Fund or Stock
Compare VALLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.