ETGLX vs. VLIFX
ETGLX (Eventide Gilead Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, ETGLX returned 13.19%/yr vs 11.52%/yr for VLIFX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. ETGLX charges 1.31%/yr vs 1.07%/yr for VLIFX.
Performance
ETGLX vs. VLIFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ETGLX achieves a 11.88% return, which is significantly higher than VLIFX's -0.15% return. Over the past 10 years, ETGLX has outperformed VLIFX with an annualized return of 13.19%, while VLIFX has yielded a comparatively lower 11.52% annualized return.
ETGLX
- 1D
- 0.25%
- 1M
- -6.23%
- 6M
- 8.72%
- YTD
- 11.88%
- 1Y
- 27.93%
- 3Y*
- 11.35%
- 5Y*
- 2.05%
- 10Y*
- 13.19%
- ALL TIME*
- 12.74%
VLIFX
- 1D
- 0.50%
- 1M
- -2.11%
- 6M
- -1.71%
- YTD
- -0.15%
- 1Y
- -1.29%
- 3Y*
- 5.52%
- 5Y*
- 5.13%
- 10Y*
- 11.52%
- ALL TIME*
- 7.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ETGLX Eventide Gilead Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ETGLX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 11.88% | 23.50% | -0.23% | 22.52% | -34.17% | 11.22% | 55.13% | 33.84% | -2.56% | 32.85% |
VLIFX Value Line Mid Cap Focused Fund | -0.15% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between ETGLX and VLIFX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2008 | 0.80 |
Over the past year, the correlation between ETGLX and VLIFX has dropped to 0.57 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ETGLX vs. VLIFX — Risk / Return Rank
ETGLX
VLIFX
ETGLX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Fund (ETGLX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETGLX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.99 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | -0.15 | +2.04 |
| Martin ratioReturn relative to average drawdown | 6.67 | -0.41 | +7.08 |
Loading charts...
Drawdowns
ETGLX vs. VLIFX - Drawdown Comparison
The maximum ETGLX drawdown since its inception was -41.41%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for ETGLX and VLIFX.
Loading charts...
Drawdown Indicators
| ETGLX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -61.48% | +20.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -11.81% | -2.63% |
Max Drawdown (3Y)Largest decline over 3 years | -25.74% | -17.66% | -8.08% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -21.91% | -19.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | -35.51% | -5.90% |
Current DrawdownCurrent decline from peak | -8.82% | -7.62% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -11.53% | -15.63% | +4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 4.34% | -0.26% |
Volatility
ETGLX vs. VLIFX - Volatility Comparison
Eventide Gilead Fund (ETGLX) has a higher volatility of 6.00% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.90%. This indicates that ETGLX'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.
Loading charts...
Volatility by Period
| ETGLX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 3.90% | +2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 10.28% | +6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 13.69% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 16.90% | +7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 17.84% | +5.61% |
ETGLX vs. VLIFX - Expense Ratio Comparison
ETGLX has a 1.31% expense ratio, which is higher than VLIFX's 1.07% expense ratio.
Dividends
ETGLX vs. VLIFX - Dividend Comparison
ETGLX's dividend yield for the trailing twelve months is around 11.25%, more than VLIFX's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 11.25% | 12.58% | 1.29% | 0.00% | 5.53% | 6.47% | 0.81% | 3.21% | 5.41% | 0.00% | 0.00% | 1.14% |
VLIFX Value Line Mid Cap Focused Fund | 2.16% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% | 0.00% |
Frequently Asked Questions
ETGLX and VLIFX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETGLX has higher volatility (6.00%) compared to VLIFX (3.90%). In terms of maximum drawdown, ETGLX dropped -41.41% vs VLIFX's -61.48%.
ETGLX currently has the higher Sharpe Ratio (1.39 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for ETGLX and VLIFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer