LSMIX vs. VLIFX
LSMIX (Loomis Sayles 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, LSMIX returned 11.44%/yr vs 11.50%/yr for VLIFX. Their correlation of 0.84 means they have usually moved in the same direction. LSMIX charges 0.99%/yr vs 1.07%/yr for VLIFX.
Performance
LSMIX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, LSMIX achieves a 15.64% return, which is significantly higher than VLIFX's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with LSMIX having a 11.44% annualized return and VLIFX not far ahead at 11.50%.
LSMIX
- 1D
- 1.52%
- 1M
- -2.57%
- 6M
- 9.93%
- YTD
- 15.64%
- 1Y
- 21.17%
- 3Y*
- 13.43%
- 5Y*
- 3.61%
- 10Y*
- 11.44%
- ALL TIME*
- 11.42%
VLIFX
- 1D
- 0.53%
- 1M
- -1.59%
- 6M
- 0.27%
- YTD
- 0.38%
- 1Y
- -2.65%
- 3Y*
- 6.20%
- 5Y*
- 5.22%
- 10Y*
- 11.50%
- ALL TIME*
- 7.38%
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 |
LSMIX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | 15.64% | 5.71% | 17.74% | 6.71% | -27.08% | 17.40% | 31.56% | 35.21% | -7.32% | 31.80% |
VLIFX Value Line Mid Cap Focused Fund | 0.38% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between LSMIX and VLIFX is 0.61, 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. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.84 |
Over the past year, the correlation between LSMIX and VLIFX has dropped to 0.61 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
LSMIX vs. VLIFX — Risk / Return Rank
LSMIX
VLIFX
LSMIX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) 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.
| LSMIX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +2.05 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.00 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | -0.06 | +2.35 |
| Martin ratioReturn relative to average drawdown | 7.86 | -0.18 | +8.04 |
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Drawdowns
LSMIX vs. VLIFX - Drawdown Comparison
The maximum LSMIX drawdown since its inception was -36.96%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for LSMIX and VLIFX.
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Drawdown Indicators
| LSMIX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.96% | -61.48% | +24.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -11.81% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -24.39% | -17.66% | -6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -35.49% | -21.91% | -13.58% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -35.51% | -1.45% |
Current DrawdownCurrent decline from peak | -4.46% | -7.13% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -15.63% | +5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 4.35% | -1.34% |
Volatility
LSMIX vs. VLIFX - Volatility Comparison
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) has a higher volatility of 4.89% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.85%. This indicates that LSMIX'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.
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Volatility by Period
| LSMIX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 3.85% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 10.25% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.78% | 13.68% | +6.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 16.90% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 17.85% | +3.64% |
LSMIX vs. VLIFX - Expense Ratio Comparison
LSMIX has a 0.99% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Dividends
LSMIX vs. VLIFX - Dividend Comparison
LSMIX has not paid dividends to shareholders, while VLIFX's dividend yield for the trailing twelve months is around 2.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.95% | 0.68% | 4.40% | 46.82% | 0.00% | 0.18% |
VLIFX Value Line Mid Cap Focused Fund | 2.15% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% |
Frequently Asked Questions
LSMIX and VLIFX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSMIX has higher volatility (4.89%) compared to VLIFX (3.85%). In terms of maximum drawdown, LSMIX dropped -36.96% vs VLIFX's -61.48%.
LSMIX currently has the higher Sharpe Ratio (1.28 vs -0.06), 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.
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