PAPPX vs. VLIFX
PAPPX (Papp 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, PAPPX returned 8.40%/yr vs 11.52%/yr for VLIFX. Their correlation of 0.92 means they have usually moved in the same direction. PAPPX charges 1.27%/yr vs 1.07%/yr for VLIFX.
Performance
PAPPX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, PAPPX achieves a 3.55% return, which is significantly higher than VLIFX's -0.15% return. Over the past 10 years, PAPPX has underperformed VLIFX with an annualized return of 8.40%, while VLIFX has yielded a comparatively higher 11.52% annualized return.
PAPPX
- 1D
- -0.10%
- 1M
- -1.50%
- 6M
- 0.35%
- YTD
- 3.55%
- 1Y
- 3.26%
- 3Y*
- 4.28%
- 5Y*
- 0.06%
- 10Y*
- 8.40%
- ALL TIME*
- 9.27%
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) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PAPPX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAPPX Papp Small & Mid-Cap Growth Fund | 3.55% | 4.72% | 2.64% | 11.49% | -22.71% | 14.71% | 24.74% | 34.77% | -3.03% | 25.79% |
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 PAPPX and VLIFX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2010 | 0.92 |
The correlation between PAPPX and VLIFX has been stable across timeframes, ranging from 0.83 to 0.92 - a consistent structural relationship.
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Return for Risk
PAPPX vs. VLIFX — Risk / Return Rank
PAPPX
VLIFX
PAPPX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Papp Small & Mid-Cap Growth Fund (PAPPX) 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.
| PAPPX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.99 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.27 | -0.15 | +0.42 |
| Martin ratioReturn relative to average drawdown | 0.68 | -0.41 | +1.09 |
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Drawdowns
PAPPX vs. VLIFX - Drawdown Comparison
The maximum PAPPX drawdown since its inception was -34.51%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for PAPPX and VLIFX.
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Drawdown Indicators
| PAPPX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.51% | -61.48% | +26.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -11.81% | +2.26% |
Max Drawdown (3Y)Largest decline over 3 years | -18.62% | -17.66% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -30.93% | -21.91% | -9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -34.51% | -35.51% | +1.00% |
Current DrawdownCurrent decline from peak | -4.26% | -7.62% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -15.63% | +9.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 4.34% | -0.58% |
Volatility
PAPPX vs. VLIFX - Volatility Comparison
The current volatility for Papp Small & Mid-Cap Growth Fund (PAPPX) is 3.52%, while Value Line Mid Cap Focused Fund (VLIFX) has a volatility of 3.90%. This indicates that PAPPX 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.
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Volatility by Period
| PAPPX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 3.90% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 10.28% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 13.69% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 16.90% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 17.84% | +0.84% |
PAPPX vs. VLIFX - Expense Ratio Comparison
PAPPX has a 1.27% expense ratio, which is higher than VLIFX's 1.07% expense ratio.
Dividends
PAPPX vs. VLIFX - Dividend Comparison
PAPPX's dividend yield for the trailing twelve months is around 3.04%, more than VLIFX's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAPPX Papp Small & Mid-Cap Growth Fund | 3.04% | 3.15% | 0.00% | 0.00% | 0.00% | 5.68% | 2.19% | 2.97% | 3.03% | 8.33% | 0.00% | 2.46% |
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
PAPPX and VLIFX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VLIFX has higher volatility (3.90%) compared to PAPPX (3.52%). In terms of maximum drawdown, PAPPX dropped -34.51% vs VLIFX's -61.48%.
PAPPX currently has the higher Sharpe Ratio (0.19 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.
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