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 a closer substitute for your current allocation.
Cheapest Alternatives to VLIFX
VLIFX charges 1.07% annually. There are 113 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | VLIFX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VLIFX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VLIFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VLIFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | VLIFX vs VMGMX |
Best Risk-Adjusted Alternatives to VLIFX
VLIFX has a PortfoliosLab risk / return rank of 2. There are 147 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | VLIFX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | VLIFX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | VLIFX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | VLIFX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | VLIFX vs POAGX |
Top Performing VLIFX Alternatives (YTD)
VLIFX is at -1.36% YTD. There are 145 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | VLIFX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | VLIFX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | VLIFX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | VLIFX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | VLIFX vs CTIGX |
Lowest Volatility Alternatives to VLIFX
VLIFX has 13.44% 1-year volatility. There are 8 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | VLIFX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | VLIFX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | VLIFX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | VLIFX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | VLIFX vs SGFFX |
Lowest Drawdown Alternatives to VLIFX
VLIFX has a 1-year max drawdown of -11.81%. There are 51 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VLIFX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VLIFX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VLIFX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VLIFX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VLIFX vs SECUX |
Other Mutual Funds from Value Line
The 4 most viewed Value Line mutual funds shown here include VLEOX, VALLX, VALSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Value Line Small Cap Opportunities Fund | Small Cap Growth Equities | 16 | 6.39% | — | Jun 1993 | VLIFX vs VLEOX | |
| Value Line Larger Companies Focused Fund | Large Cap Growth Equities | 20 | 13.69% | — | Mar 1972 | VLIFX vs VALLX | |
| Value Line Select Growth Fund | Large Cap Growth Equities | 0 | -5.76% | — | May 1956 | VLIFX vs VALSX | |
| Value Line Asset Allocation Fund | Diversified Portfolio | 0 | -4.75% | — | Aug 1993 | VLIFX vs VLAAX |
Often Compared With VLIFX
Investors most often compare VLIFX with IMIDX, JANEX, GTSGX. These 20 comparison targets span 8 categories, 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.
Pair VLIFX with funds that move differently
Value Line Mid Cap Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLIFX.
Explore VLIFX Diversifiers