Value Line Select Growth Fund (VALSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VALSX
VALSX charges 1.13% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among VALSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | VALSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | VALSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | VALSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | VALSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VALSX vs VIGAX |
Best Risk-Adjusted Alternatives to VALSX
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 | VALSX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | VALSX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | VALSX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | VALSX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | VALSX vs VTMGX |
Top Performing VALSX Alternatives (YTD)
VALSX 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 | VALSX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | VALSX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | VALSX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | VALSX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | VALSX vs AMRGX |
Lowest Volatility Alternatives to VALSX
VALSX 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 | VALSX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | VALSX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | VALSX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | VALSX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | VALSX vs PROVX |
Lowest Drawdown Alternatives to VALSX
VALSX 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 | VALSX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | VALSX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | VALSX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | VALSX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | VALSX 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 | VALSX vs VLIFX | |
| Value Line Larger Companies Focused Fund | Large Cap Growth Equities | 18 | -17.93% | Mar 20, 1972 | VALSX vs VALLX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 33 | -1.31% | Jun 23, 1993 | VALSX vs VLEOX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 1 | -6.85% | Aug 23, 1993 | VALSX vs VLAAX |
Often Compared With VALSX
What investors most often compare with VALSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | VALSX vs SCHD | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | VALSX vs VFIAX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | VALSX vs ANFFX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | VALSX vs GXXIX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | VALSX vs TILIX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | VALSX vs IOLZX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | VALSX vs RYGRX |
Compare VALSX with Any Fund or Stock
Compare VALSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.