Value Line Small Cap Opportunities Fund (VLEOX) belongs to the Small 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 VLEOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLEOX
VLEOX charges 1.16% annually. There are 99 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | VLEOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | VLEOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | VLEOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | VLEOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | VLEOX vs VISGX |
Best Risk-Adjusted Alternatives to VLEOX
VLEOX has a PortfoliosLab risk / return rank of 20. There are 126 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | VLEOX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | VLEOX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | VLEOX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | VLEOX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | VLEOX vs NEAIX |
Top Performing VLEOX Alternatives (YTD)
VLEOX is at 9.89% YTD. There are 135 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | VLEOX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | VLEOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | VLEOX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | VLEOX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | VLEOX vs OBMCX |
Lowest Volatility Alternatives to VLEOX
VLEOX has 16.70% 1-year volatility. There are 6 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | VLEOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | VLEOX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | VLEOX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | VLEOX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | VLEOX vs NBGNX |
Lowest Drawdown Alternatives to VLEOX
VLEOX has a 1-year max drawdown of -10.58%. There are 18 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | VLEOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | VLEOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | VLEOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | VLEOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | VLEOX vs RFIMX |
Other Mutual Funds from Value Line
The 4 most viewed Value Line mutual funds shown here include VLIFX, VALLX, VALSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 3 | 1.39% | — | Mar 1950 | VLEOX vs VLIFX | |
| Value Line Larger Companies Focused Fund | Large Cap Growth Equities | 11 | 9.61% | — | Mar 1972 | VLEOX vs VALLX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 0 | -6.65% | — | May 1956 | VLEOX vs VALSX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 1 | -3.67% | — | Aug 1993 | VLEOX vs VLAAX |
Often Compared With VLEOX
Investors most often compare VLEOX with FCPGX, SPY, VIOG. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare VLEOX with Any Fund or Stock
Compare VLEOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLEOX with funds that move differently
Value Line Small Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLEOX.
Explore VLEOX Diversifiers