ANOIX vs. VLEOX
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and Value Line Small Cap Opportunities Fund (VLEOX).
ANOIX is managed by American Century. It was launched on Jun 1, 2001. VLEOX is managed by Value Line. It was launched on Jun 23, 1993.
Performance
ANOIX vs. VLEOX - Performance Comparison
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ANOIX vs. VLEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | -7.41% | 9.00% | 14.90% | 17.13% | -26.41% | 7.80% | 51.07% | 36.75% | -4.84% | 25.83% |
VLEOX Value Line Small Cap Opportunities Fund | -1.31% | 6.27% | 14.23% | 22.01% | -19.12% | 15.16% | 26.65% | 25.32% | -4.97% | 17.66% |
Returns By Period
In the year-to-date period, ANOIX achieves a -7.41% return, which is significantly lower than VLEOX's -1.31% return. Over the past 10 years, ANOIX has outperformed VLEOX with an annualized return of 12.19%, while VLEOX has yielded a comparatively lower 10.66% annualized return.
ANOIX
- 1D
- -1.85%
- 1M
- -10.22%
- YTD
- -7.41%
- 6M
- -5.44%
- 1Y
- 10.06%
- 3Y*
- 7.95%
- 5Y*
- 1.17%
- 10Y*
- 12.19%
VLEOX
- 1D
- -1.31%
- 1M
- -9.46%
- YTD
- -1.31%
- 6M
- 0.46%
- 1Y
- 13.46%
- 3Y*
- 10.24%
- 5Y*
- 5.21%
- 10Y*
- 10.66%
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ANOIX vs. VLEOX - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than VLEOX's 1.16% expense ratio.
Return for Risk
ANOIX vs. VLEOX — Risk / Return Rank
ANOIX
VLEOX
ANOIX vs. VLEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and Value Line Small Cap Opportunities Fund (VLEOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ANOIX | VLEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.69 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.16 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.14 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.04 | -0.56 |
Martin ratioReturn relative to average drawdown | 1.82 | 3.84 | -2.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANOIX | VLEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.69 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.27 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.54 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.14 |
Correlation
The correlation between ANOIX and VLEOX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ANOIX vs. VLEOX - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 8.21%, more than VLEOX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 8.21% | 7.60% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% | 0.00% | 0.00% |
VLEOX Value Line Small Cap Opportunities Fund | 6.48% | 6.40% | 0.09% | 0.82% | 2.76% | 6.00% | 8.02% | 23.60% | 15.87% | 3.64% | 5.40% | 14.55% |
Drawdowns
ANOIX vs. VLEOX - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.47%, which is greater than VLEOX's maximum drawdown of -55.86%. Use the drawdown chart below to compare losses from any high point for ANOIX and VLEOX.
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Drawdown Indicators
| ANOIX | VLEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.47% | -55.86% | -3.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -10.86% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.15% | -30.68% | -6.47% |
Max Drawdown (10Y)Largest decline over 10 years | -39.07% | -35.30% | -3.77% |
Current DrawdownCurrent decline from peak | -12.49% | -10.58% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -9.52% | -2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.96% | +0.72% |
Volatility
ANOIX vs. VLEOX - Volatility Comparison
American Century Small Cap Growth Fund (ANOIX) has a higher volatility of 7.62% compared to Value Line Small Cap Opportunities Fund (VLEOX) at 6.26%. This indicates that ANOIX's price experiences larger fluctuations and is considered to be riskier than VLEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANOIX | VLEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 6.26% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 11.83% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.55% | 19.58% | +3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.79% | 19.24% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.19% | 19.93% | +3.26% |