Value Line Asset Allocation Fund (VLAAX) 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 VLAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLAAX
VLAAX charges 1.04% annually. There are 434 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | VLAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VLAAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VLAAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VLAAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VLAAX vs BWBIX |
Best Risk-Adjusted Alternatives to VLAAX
VLAAX has a PortfoliosLab risk / return rank of 0. There are 542 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | VLAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VLAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VLAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VLAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VLAAX vs FSRRX |
Top Performing VLAAX Alternatives (YTD)
VLAAX is at -3.92% YTD. There are 540 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | VLAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VLAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VLAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VLAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VLAAX vs BRUFX |
Lowest Volatility Alternatives to VLAAX
VLAAX has 9.42% 1-year volatility. There are 337 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | VLAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VLAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VLAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VLAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VLAAX vs CSTAX |
Lowest Drawdown Alternatives to VLAAX
VLAAX has a 1-year max drawdown of -13.99%. There are 535 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | VLAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VLAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VLAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VLAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VLAAX vs CSTAX |
Other Mutual Funds from Value Line
The 4 most viewed Value Line mutual funds shown here include VLIFX, VLEOX, VALLX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 2 | -0.65% | — | Mar 1950 | VLAAX vs VLIFX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 24 | 10.06% | — | Jun 1993 | VLAAX vs VLEOX | |
| Value Line Larger Companies Focused Fund | Large Cap Growth Equities | 8 | 0.78% | — | Mar 1972 | VLAAX vs VALLX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 0 | -7.74% | — | May 1956 | VLAAX vs VALSX |
Often Compared With VLAAX
Investors most often compare VLAAX with PGEOX, VOO, FPURX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare VLAAX with Any Fund or Stock
Compare VLAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLAAX with funds that move differently
Value Line Asset Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLAAX.
Explore VLAAX Diversifiers