DGIFX vs. VLIFX
Compare and contrast key facts about Disciplined Growth Investors Fund (DGIFX) and Value Line Mid Cap Focused Fund (VLIFX).
DGIFX is managed by DGI. It was launched on Aug 11, 2011. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGIFX or VLIFX.
Correlation
The correlation between DGIFX and VLIFX is 0.85, 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.
Performance
DGIFX vs. VLIFX - Performance Comparison
Key characteristics
DGIFX:
-0.50
VLIFX:
0.24
DGIFX:
-0.48
VLIFX:
0.42
DGIFX:
0.91
VLIFX:
1.05
DGIFX:
-0.45
VLIFX:
0.33
DGIFX:
-0.73
VLIFX:
0.81
DGIFX:
14.82%
VLIFX:
3.92%
DGIFX:
21.47%
VLIFX:
13.47%
DGIFX:
-33.74%
VLIFX:
-81.77%
DGIFX:
-16.29%
VLIFX:
-8.37%
Returns By Period
In the year-to-date period, DGIFX achieves a 2.79% return, which is significantly higher than VLIFX's 0.73% return. Over the past 10 years, DGIFX has underperformed VLIFX with an annualized return of 4.87%, while VLIFX has yielded a comparatively higher 8.70% annualized return.
DGIFX
2.79%
-1.81%
4.29%
-10.01%
3.97%
4.87%
VLIFX
0.73%
-3.32%
-4.08%
3.68%
4.85%
8.70%
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DGIFX vs. VLIFX - Expense Ratio Comparison
DGIFX has a 0.78% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Risk-Adjusted Performance
DGIFX vs. VLIFX — Risk-Adjusted Performance Rank
DGIFX
VLIFX
DGIFX vs. VLIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) and Value Line Mid Cap Focused Fund (VLIFX). 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.
Dividends
DGIFX vs. VLIFX - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 1.06%, more than VLIFX's 0.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 1.06% | 1.09% | 0.77% | 0.77% | 0.26% | 0.59% | 0.76% | 0.87% | 0.51% | 0.62% | 0.62% | 0.43% |
VLIFX Value Line Mid Cap Focused Fund | 0.05% | 0.06% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% |
Drawdowns
DGIFX vs. VLIFX - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -33.74%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for DGIFX and VLIFX. For additional features, visit the drawdowns tool.
Volatility
DGIFX vs. VLIFX - Volatility Comparison
Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 4.02% compared to Value Line Mid Cap Focused Fund (VLIFX) at 2.61%. This indicates that DGIFX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.