GTSGX vs. VLIFX

In the year-to-date period, GTSGX achieves a 11.16% return, which is significantly higher than VLIFX's 7.91% return. Over the past 10 years, GTSGX has underperformed VLIFX with an annualized return of 5.29%, while VLIFX has yielded a comparatively higher 9.01% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

GTSGX has a 0.95% expense ratio, which is lower than VLIFX's 1.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) 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.

The current GTSGX Sharpe Ratio is 0.78, which is comparable to the VLIFX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of GTSGX and VLIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GTSGX's dividend yield for the trailing twelve months is around 0.12%, while VLIFX has not paid dividends to shareholders.

The maximum GTSGX drawdown since its inception was -38.25%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for GTSGX and VLIFX. For additional features, visit the drawdowns tool.

The current volatility for Madison Mid Cap Fund (GTSGX) is 4.48%, while Value Line Mid Cap Focused Fund (VLIFX) has a volatility of 4.72%. This indicates that GTSGX experiences smaller price fluctuations and is considered to be less risky than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.