Value Line Asset Allocation Fund (VLAAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VLAAX
VLAAX charges 1.04% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VLAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VLAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VLAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VLAAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VLAAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VLAAX vs FYMIX |
Best Risk-Adjusted Alternatives to VLAAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VLAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VLAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VLAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VLAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VLAAX vs PMAIX |
Top Performing VLAAX Alternatives (YTD)
VLAAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | VLAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VLAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VLAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VLAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VLAAX vs CONWX |
Lowest Volatility Alternatives to VLAAX
VLAAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VLAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VLAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VLAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VLAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VLAAX vs SICIX |
Lowest Drawdown Alternatives to VLAAX
VLAAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VLAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VLAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VLAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VLAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VLAAX vs SICIX |
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 | VLAAX vs VLIFX | |
| Value Line Larger Companies Focused Fund | Large Cap Growth Equities | 18 | -17.93% | Mar 20, 1972 | VLAAX vs VALLX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 1 | -8.70% | May 31, 1956 | VLAAX vs VALSX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 33 | -1.31% | Jun 23, 1993 | VLAAX vs VLEOX |
Often Compared With VLAAX
What investors most often compare with VLAAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| George Putnam Balanced Fund | Diversified Portfolio | 68 | -4.01% | Nov 5, 1937 | VLAAX vs PGEOX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | VLAAX vs VOO | |
| Fidelity Puritan Fund | Diversified Portfolio | 60 | -3.53% | Apr 16, 1947 | VLAAX vs FPURX | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 89 | 2.08% | Mar 15, 2022 | VLAAX vs GDE | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | VLAAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | VLAAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | VLAAX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | VLAAX vs TPDAX |
Compare VLAAX with Any Fund or Stock
Compare VLAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.