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 a closer substitute for your current allocation.
Cheapest Alternatives to VALLX
VALLX charges 1.14% annually. There are 334 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | VALLX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | VALLX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VALLX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | VALLX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | VALLX vs VIGAX |
Best Risk-Adjusted Alternatives to VALLX
VALLX has a PortfoliosLab risk / return rank of 13. There are 306 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | VALLX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | VALLX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | VALLX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | VALLX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | VALLX vs FOCPX |
Top Performing VALLX Alternatives (YTD)
VALLX is at 7.64% YTD. There are 178 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | VALLX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | VALLX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | VALLX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | VALLX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | VALLX vs POGRX |
Lowest Volatility Alternatives to VALLX
VALLX has 24.68% 1-year volatility. There are 403 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | VALLX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | VALLX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | VALLX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | VALLX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | VALLX vs GQEPX |
Lowest Drawdown Alternatives to VALLX
VALLX has a 1-year max drawdown of -24.39%. There are 401 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VALLX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VALLX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VALLX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VALLX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VALLX vs DNVYX |
Other Mutual Funds from Value Line
The 4 most viewed Value Line mutual funds shown here include VLIFX, VLEOX, VALSX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 2 | -0.83% | — | Mar 1950 | VALLX vs VLIFX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 25 | 10.51% | — | Jun 1993 | VALLX vs VLEOX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 1 | -6.88% | — | May 1956 | VALLX vs VALSX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 0 | -6.28% | — | Aug 1993 | VALLX vs VLAAX |
Often Compared With VALLX
Investors most often compare VALLX with VICR, VUG, QQQ. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VALLX with Any Fund or Stock
Compare VALLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VALLX with funds that move differently
Value Line Larger Companies Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VALLX.
Explore VALLX Diversifiers