GSMYX vs. VLIFX
GSMYX (Goldman Sachs Small/Mid Cap Growth Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, GSMYX returned 11.11%/yr vs 11.41%/yr for VLIFX. Their correlation of 0.87 means they have usually moved in the same direction. GSMYX charges 0.89%/yr vs 1.07%/yr for VLIFX.
Performance
GSMYX vs. VLIFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GSMYX achieves a 13.73% return, which is significantly higher than VLIFX's -0.65% return. Both investments have delivered pretty close results over the past 10 years, with GSMYX having a 11.11% annualized return and VLIFX not far ahead at 11.41%.
GSMYX
- 1D
- 3.00%
- 1M
- -5.82%
- 6M
- 10.39%
- YTD
- 13.73%
- 1Y
- 22.40%
- 3Y*
- 9.73%
- 5Y*
- 1.31%
- 10Y*
- 11.11%
- ALL TIME*
- 10.67%
VLIFX
- 1D
- -1.29%
- 1M
- -2.60%
- 6M
- -1.89%
- YTD
- -0.65%
- 1Y
- -1.78%
- 3Y*
- 5.32%
- 5Y*
- 5.02%
- 10Y*
- 11.41%
- ALL TIME*
- 7.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GSMYX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSMYX Goldman Sachs Small/Mid Cap Growth Fund | 13.73% | 2.15% | 12.88% | 14.28% | -28.45% | 7.93% | 53.14% | 38.25% | -5.63% | 28.22% |
VLIFX Value Line Mid Cap Focused Fund | -0.65% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between GSMYX and VLIFX is 0.65, 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. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006 | 0.87 |
Over the past year, the correlation between GSMYX and VLIFX has dropped to 0.65 - well below their long-term average of 0.87, 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
GSMYX vs. VLIFX — Risk / Return Rank
GSMYX
VLIFX
GSMYX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small/Mid Cap Growth Fund (GSMYX) 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.
| GSMYX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.97 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | -0.27 | +1.80 |
| Martin ratioReturn relative to average drawdown | 5.34 | -0.75 | +6.08 |
Loading charts...
Drawdowns
GSMYX vs. VLIFX - Drawdown Comparison
The maximum GSMYX drawdown since its inception was -55.00%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for GSMYX and VLIFX.
Loading charts...
Drawdown Indicators
| GSMYX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.00% | -61.48% | +6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.81% | -0.75% |
Max Drawdown (3Y)Largest decline over 3 years | -29.90% | -17.66% | -12.24% |
Max Drawdown (5Y)Largest decline over 5 years | -42.51% | -21.91% | -20.60% |
Max Drawdown (10Y)Largest decline over 10 years | -42.51% | -35.51% | -7.00% |
Current DrawdownCurrent decline from peak | -8.90% | -8.08% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -15.63% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 4.35% | -0.77% |
Volatility
GSMYX vs. VLIFX - Volatility Comparison
Goldman Sachs Small/Mid Cap Growth Fund (GSMYX) has a higher volatility of 6.57% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.86%. This indicates that GSMYX'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
| GSMYX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 3.86% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 18.49% | 10.26% | +8.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.39% | 13.70% | +8.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 16.90% | +7.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.82% | 17.84% | +4.98% |
GSMYX vs. VLIFX - Expense Ratio Comparison
GSMYX has a 0.89% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Dividends
GSMYX vs. VLIFX - Dividend Comparison
GSMYX's dividend yield for the trailing twelve months is around 13.86%, more than VLIFX's 2.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSMYX Goldman Sachs Small/Mid Cap Growth Fund | 13.86% | 15.76% | 0.67% | 0.00% | 0.00% | 14.07% | 13.51% | 14.27% | 20.82% | 12.92% | 3.50% | 3.62% |
VLIFX Value Line Mid Cap Focused Fund | 2.17% | 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
GSMYX and VLIFX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GSMYX has higher volatility (6.57%) compared to VLIFX (3.86%). In terms of maximum drawdown, GSMYX dropped -55.00% vs VLIFX's -61.48%.
GSMYX currently has the higher Sharpe Ratio (0.85 vs -0.24), 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 GSMYX 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