VALLX vs. VLIFX
VALLX (Value Line Larger Companies Focused Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both mutual funds - VALLX is a Large Cap Growth Equities fund managed by Value Line, while VLIFX is a Mid Cap Growth Equities fund managed by Value Line. Over the past 10 years, VALLX returned 14.60%/yr vs 11.41%/yr for VLIFX. Their correlation of 0.87 means they have usually moved in the same direction. VALLX charges 1.14%/yr vs 1.07%/yr for VLIFX.
Performance
VALLX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, VALLX achieves a 0.78% return, which is significantly higher than VLIFX's -0.65% return. Over the past 10 years, VALLX has outperformed VLIFX with an annualized return of 14.60%, while VLIFX has yielded a comparatively lower 11.41% annualized return.
VALLX
- 1D
- 2.34%
- 1M
- -6.28%
- 6M
- 5.92%
- YTD
- 0.78%
- 1Y
- 9.07%
- 3Y*
- 21.32%
- 5Y*
- 8.52%
- 10Y*
- 14.60%
- ALL TIME*
- 9.40%
VLIFX
- 1D
- -1.29%
- 1M
- -2.60%
- 6M
- -1.89%
- YTD
- -0.65%
- 1Y
- -1.78%
- 3Y*
- 5.32%
- 5Y*
- 5.02%
- 10Y*
- 11.41%
- ALL TIME*
- 7.36%
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 |
VALLX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALLX Value Line Larger Companies Focused Fund | 0.78% | 28.38% | 26.35% | 59.06% | -39.02% | 2.71% | 46.21% | 25.73% | 0.97% | 33.82% |
VLIFX Value Line Mid Cap Focused Fund | -0.65% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between VALLX and VLIFX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1980 | 0.87 |
Over the past year, the correlation between VALLX and VLIFX has dropped to 0.38 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
VALLX vs. VLIFX — Risk / Return Rank
VALLX
VLIFX
VALLX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Larger Companies Focused Fund (VALLX) 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.
| VALLX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 0.97 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.23 | -0.27 | +0.51 |
| Martin ratioReturn relative to average drawdown | 0.57 | -0.75 | +1.32 |
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Drawdowns
VALLX vs. VLIFX - Drawdown Comparison
The maximum VALLX drawdown since its inception was -53.36%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for VALLX and VLIFX.
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Drawdown Indicators
| VALLX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.36% | -61.48% | +8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -24.39% | -11.81% | -12.58% |
Max Drawdown (3Y)Largest decline over 3 years | -26.05% | -17.66% | -8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -46.12% | -21.91% | -24.21% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -35.51% | -10.61% |
Current DrawdownCurrent decline from peak | -12.88% | -8.08% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -14.73% | -15.63% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.92% | 4.35% | +5.57% |
Volatility
VALLX vs. VLIFX - Volatility Comparison
Value Line Larger Companies Focused Fund (VALLX) has a higher volatility of 7.30% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.86%. This indicates that VALLX'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
| VALLX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 3.86% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 10.26% | +10.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.44% | 13.70% | +11.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 16.90% | +10.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.64% | 17.84% | +7.80% |
VALLX vs. VLIFX - Expense Ratio Comparison
VALLX has a 1.14% expense ratio, which is higher than VLIFX's 1.07% expense ratio.
Dividends
VALLX vs. VLIFX - Dividend Comparison
VALLX's dividend yield for the trailing twelve months is around 6.17%, more than VLIFX's 2.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALLX Value Line Larger Companies Focused Fund | 6.17% | 6.22% | 2.68% | 0.00% | 14.19% | 14.36% | 9.52% | 9.98% | 14.50% | 7.70% | 14.32% | 5.80% |
VLIFX Value Line Mid Cap Focused Fund | 2.17% | 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
VALLX and VLIFX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VALLX has higher volatility (7.30%) compared to VLIFX (3.86%). In terms of maximum drawdown, VALLX dropped -53.36% vs VLIFX's -61.48%.
VALLX currently has the higher Sharpe Ratio (0.22 vs -0.24), 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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