PCSGX vs. VLEOX
Compare and contrast key facts about PACE Small/Medium Co Growth Equity Investments (PCSGX) and Value Line Small Cap Opportunities Fund (VLEOX).
PCSGX is managed by UBS. It was launched on Aug 24, 1995. VLEOX is managed by Value Line. It was launched on Jun 23, 1993.
Performance
PCSGX vs. VLEOX - Performance Comparison
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PCSGX vs. VLEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | -9.66% | 2.00% | 12.20% | 15.89% | -26.58% | 14.91% | 38.85% | 24.05% | 0.33% | 23.26% |
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, PCSGX achieves a -9.66% return, which is significantly lower than VLEOX's -1.31% return. Over the past 10 years, PCSGX has underperformed VLEOX with an annualized return of 9.03%, while VLEOX has yielded a comparatively higher 10.66% annualized return.
PCSGX
- 1D
- -1.58%
- 1M
- -9.66%
- YTD
- -9.66%
- 6M
- -9.00%
- 1Y
- 3.82%
- 3Y*
- 3.83%
- 5Y*
- -1.42%
- 10Y*
- 9.03%
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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PCSGX vs. VLEOX - Expense Ratio Comparison
PCSGX has a 1.03% expense ratio, which is lower than VLEOX's 1.16% expense ratio.
Return for Risk
PCSGX vs. VLEOX — Risk / Return Rank
PCSGX
VLEOX
PCSGX vs. VLEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Growth Equity Investments (PCSGX) 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.
| PCSGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.69 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.16 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.14 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 1.04 | -1.11 |
Martin ratioReturn relative to average drawdown | -0.21 | 3.84 | -4.05 |
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
| PCSGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.69 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.27 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.54 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.53 | -0.19 |
Correlation
The correlation between PCSGX and VLEOX is 0.92, 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
PCSGX vs. VLEOX - Dividend Comparison
PCSGX's dividend yield for the trailing twelve months is around 7.09%, more than VLEOX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | 7.09% | 6.40% | 3.06% | 0.00% | 0.00% | 45.92% | 6.50% | 15.70% | 20.15% | 5.56% | 0.00% | 25.13% |
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
PCSGX vs. VLEOX - Drawdown Comparison
The maximum PCSGX drawdown since its inception was -74.84%, which is greater than VLEOX's maximum drawdown of -55.86%. Use the drawdown chart below to compare losses from any high point for PCSGX and VLEOX.
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Drawdown Indicators
| PCSGX | VLEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.84% | -55.86% | -18.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -10.86% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -37.48% | -30.68% | -6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -35.30% | -4.05% |
Current DrawdownCurrent decline from peak | -18.85% | -10.58% | -8.27% |
Average DrawdownAverage peak-to-trough decline | -23.05% | -9.52% | -13.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.96% | +1.61% |
Volatility
PCSGX vs. VLEOX - Volatility Comparison
PACE Small/Medium Co Growth Equity Investments (PCSGX) and Value Line Small Cap Opportunities Fund (VLEOX) have volatilities of 6.48% and 6.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSGX | VLEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.26% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.42% | 11.83% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.56% | 19.58% | +3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 19.24% | +3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.77% | 19.93% | +2.84% |