Value Line Select Growth Fund (VALSX) 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 VALSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VALSX
VALSX charges 1.13% annually. There are 333 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | VALSX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VALSX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | VALSX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | VALSX vs VIGAX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | VALSX vs TILIX |
Best Risk-Adjusted Alternatives to VALSX
VALSX has a PortfoliosLab risk / return rank of 0. There are 418 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | VALSX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | VALSX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | VALSX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | VALSX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | VALSX vs FZAPX |
Top Performing VALSX Alternatives (YTD)
VALSX is at -7.20% YTD. There are 410 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | VALSX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | VALSX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | VALSX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | VALSX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | VALSX vs GTLLX |
Lowest Volatility Alternatives to VALSX
VALSX has 12.16% 1-year volatility. There are 9 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | VALSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | VALSX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | VALSX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | VALSX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | VALSX vs GQEPX |
Lowest Drawdown Alternatives to VALSX
VALSX has a 1-year max drawdown of -18.03%. There are 344 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 | VALSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VALSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VALSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VALSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VALSX vs DNVYX |
Other Mutual Funds from Value Line
The 4 most viewed Value Line mutual funds shown here include VLIFX, VLEOX, VALLX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 3 | -0.15% | — | Mar 1950 | VALSX vs VLIFX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 27 | 10.70% | — | Jun 1993 | VALSX vs VLEOX | |
| Value Line Larger Companies Focused Fund | Large Cap Growth Equities | 7 | 0.73% | — | Mar 1972 | VALSX vs VALLX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 0 | -4.26% | — | Aug 1993 | VALSX vs VLAAX |
Often Compared With VALSX
Investors most often compare VALSX with SCHD, ANFFX, VFIAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VALSX with Any Fund or Stock
Compare VALSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VALSX with funds that move differently
Value Line Select Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VALSX.
Explore VALSX Diversifiers