DSCGX vs. VLEOX
Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Value Line Small Cap Opportunities Fund (VLEOX).
DSCGX is managed by Dimensional. It was launched on Dec 20, 2012. VLEOX is managed by Value Line. It was launched on Jun 23, 1993.
Performance
DSCGX vs. VLEOX - Performance Comparison
Loading graphics...
DSCGX vs. VLEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | -3.76% | 5.94% | 13.86% | 21.25% | -17.79% | 20.37% | 19.35% | 26.17% | -12.33% | 15.99% |
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, DSCGX achieves a -3.76% return, which is significantly lower than VLEOX's -1.31% return. Over the past 10 years, DSCGX has underperformed VLEOX with an annualized return of 9.37%, while VLEOX has yielded a comparatively higher 10.66% annualized return.
DSCGX
- 1D
- -1.01%
- 1M
- -9.72%
- YTD
- -3.76%
- 6M
- -3.83%
- 1Y
- 9.42%
- 3Y*
- 9.34%
- 5Y*
- 4.44%
- 10Y*
- 9.37%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DSCGX vs. VLEOX - Expense Ratio Comparison
DSCGX has a 0.32% expense ratio, which is lower than VLEOX's 1.16% expense ratio.
Return for Risk
DSCGX vs. VLEOX — Risk / Return Rank
DSCGX
VLEOX
DSCGX vs. VLEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) 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.
| DSCGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.69 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.16 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.04 | -0.50 |
Martin ratioReturn relative to average drawdown | 2.04 | 3.84 | -1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DSCGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.69 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.27 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.54 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.53 | -0.04 |
Correlation
The correlation between DSCGX and VLEOX is 0.95, 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
DSCGX vs. VLEOX - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.60%, less than VLEOX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.60% | 0.60% | 0.62% | 0.72% | 4.08% | 3.27% | 0.58% | 1.28% | 5.44% | 1.50% | 1.12% | 1.20% |
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
DSCGX vs. VLEOX - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -41.44%, smaller than the maximum VLEOX drawdown of -55.86%. Use the drawdown chart below to compare losses from any high point for DSCGX and VLEOX.
Loading graphics...
Drawdown Indicators
| DSCGX | VLEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.44% | -55.86% | +14.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -10.86% | -2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -30.68% | -0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -41.44% | -35.30% | -6.14% |
Current DrawdownCurrent decline from peak | -10.99% | -10.58% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -9.52% | +2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.96% | +0.62% |
Volatility
DSCGX vs. VLEOX - Volatility Comparison
The current volatility for DFA U.S. Small Cap Growth Portfolio (DSCGX) is 5.47%, while Value Line Small Cap Opportunities Fund (VLEOX) has a volatility of 6.26%. This indicates that DSCGX experiences smaller price fluctuations and is considered to be less risky than VLEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DSCGX | VLEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.26% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 11.83% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.43% | 19.58% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 19.24% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 19.93% | +1.82% |