HSPGX vs. VLEOX
Compare and contrast key facts about Emerald Growth Fund (HSPGX) and Value Line Small Cap Opportunities Fund (VLEOX).
HSPGX is managed by Emerald. It was launched on Oct 1, 1992. VLEOX is managed by Value Line. It was launched on Jun 23, 1993.
Performance
HSPGX vs. VLEOX - Performance Comparison
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HSPGX vs. VLEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSPGX Emerald Growth Fund | -5.91% | 31.62% | 28.04% | 18.66% | -24.65% | 3.59% | 38.49% | 28.33% | -12.16% | 27.72% |
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, HSPGX achieves a -5.91% return, which is significantly lower than VLEOX's -1.31% return. Over the past 10 years, HSPGX has outperformed VLEOX with an annualized return of 13.12%, while VLEOX has yielded a comparatively lower 10.66% annualized return.
HSPGX
- 1D
- -3.18%
- 1M
- -12.33%
- YTD
- -5.91%
- 6M
- -0.33%
- 1Y
- 41.44%
- 3Y*
- 21.83%
- 5Y*
- 7.28%
- 10Y*
- 13.12%
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%
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HSPGX vs. VLEOX - Expense Ratio Comparison
HSPGX has a 1.03% expense ratio, which is lower than VLEOX's 1.16% expense ratio.
Return for Risk
HSPGX vs. VLEOX — Risk / Return Rank
HSPGX
VLEOX
HSPGX vs. VLEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerald Growth Fund (HSPGX) 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.
| HSPGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.69 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.16 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.04 | +1.17 |
Martin ratioReturn relative to average drawdown | 8.85 | 3.84 | +5.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HSPGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.69 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.27 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.54 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.53 | -0.13 |
Correlation
The correlation between HSPGX and VLEOX is 0.89, 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
HSPGX vs. VLEOX - Dividend Comparison
HSPGX's dividend yield for the trailing twelve months is around 13.54%, more than VLEOX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSPGX Emerald Growth Fund | 13.54% | 12.74% | 21.85% | 6.43% | 8.77% | 19.11% | 8.48% | 1.45% | 11.86% | 0.00% | 0.00% | 0.00% |
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
HSPGX vs. VLEOX - Drawdown Comparison
The maximum HSPGX drawdown since its inception was -60.28%, which is greater than VLEOX's maximum drawdown of -55.86%. Use the drawdown chart below to compare losses from any high point for HSPGX and VLEOX.
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Drawdown Indicators
| HSPGX | VLEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.28% | -55.86% | -4.42% |
Max Drawdown (1Y)Largest decline over 1 year | -15.38% | -10.86% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.65% | -30.68% | -7.97% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -35.30% | -6.18% |
Current DrawdownCurrent decline from peak | -14.41% | -10.58% | -3.83% |
Average DrawdownAverage peak-to-trough decline | -19.10% | -9.52% | -9.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 2.96% | +1.11% |
Volatility
HSPGX vs. VLEOX - Volatility Comparison
Emerald Growth Fund (HSPGX) has a higher volatility of 9.85% compared to Value Line Small Cap Opportunities Fund (VLEOX) at 6.26%. This indicates that HSPGX's price experiences larger fluctuations and is considered to be riskier than VLEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSPGX | VLEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.85% | 6.26% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 19.39% | 11.83% | +7.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.73% | 19.58% | +9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.15% | 19.24% | +5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.92% | 19.93% | +4.99% |