Value Line Mid Cap Focused Fund (VLIFX) Alternatives
Value Line Mid Cap Focused Fund (VLIFX) belongs to the Mid 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 VLIFX. 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 VLIFX
VLIFX charges 1.07% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VLIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VLIFX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VLIFX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VLIFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VLIFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VLIFX vs VMGMX |
Best Risk-Adjusted Alternatives to VLIFX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | VLIFX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | VLIFX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | VLIFX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | VLIFX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | VLIFX vs BFGIX |
Top Performing VLIFX Alternatives (YTD)
VLIFX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | VLIFX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | VLIFX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | VLIFX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | VLIFX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | VLIFX vs NEEGX |
Lowest Volatility Alternatives to VLIFX
VLIFX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | VLIFX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | VLIFX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | VLIFX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | VLIFX vs VSNGX | |
| American Funds SMALLCAP World Fund Class A | 17.64% | Apr 30, 1990 | VLIFX vs SMCWX |
Lowest Drawdown Alternatives to VLIFX
VLIFX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | VLIFX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VLIFX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VLIFX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VLIFX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | VLIFX vs VLEQX |
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 Larger Companies Focused Fund | Large Cap Growth Equities | 18 | -17.93% | Mar 20, 1972 | VLIFX vs VALLX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 1 | -8.70% | May 31, 1956 | VLIFX vs VALSX | |
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 33 | -1.31% | Jun 23, 1993 | VLIFX vs VLEOX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 1 | -6.85% | Aug 23, 1993 | VLIFX vs VLAAX |
Often Compared With VLIFX
What investors most often compare with VLIFX, based on PortfoliosLab usage data.
Compare VLIFX with Any Fund or Stock
Compare VLIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.