VALSX vs. ADX
VALSX (Value Line Select Growth Fund) and ADX (Adams Diversified Equity Fund, Inc.) are both mutual funds - VALSX is a Large Cap Growth Equities fund managed by Value Line, while ADX is a Large Cap Blend Equities fund actively managed by Adams Funds. Over the past 10 years, VALSX returned 10.48%/yr vs 18.30%/yr for ADX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. VALSX charges 1.13%/yr vs 0.59%/yr for ADX.
Performance
VALSX vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, VALSX achieves a -7.74% return, which is significantly lower than ADX's 16.11% return. Over the past 10 years, VALSX has underperformed ADX with an annualized return of 10.48%, while ADX has yielded a comparatively higher 18.30% annualized return.
VALSX
- 1D
- -0.52%
- 1M
- -0.69%
- 6M
- -7.50%
- YTD
- -7.74%
- 1Y
- -14.72%
- 3Y*
- 3.63%
- 5Y*
- 2.77%
- 10Y*
- 10.48%
- ALL TIME*
- 9.30%
ADX
- 1D
- 1.27%
- 1M
- 1.69%
- 6M
- 14.25%
- YTD
- 16.11%
- 1Y
- 30.61%
- 3Y*
- 26.36%
- 5Y*
- 17.06%
- 10Y*
- 18.30%
- ALL TIME*
- 8.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.83M | $7.82M | $6.92M | |
| $0.00 | $0.00 | $0.00 |
VALSX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALSX Value Line Select Growth Fund | -7.74% | -1.86% | 11.90% | 31.29% | -20.74% | 23.76% | 23.07% | 36.62% | 1.25% | 22.34% |
ADX Adams Diversified Equity Fund, Inc. | 16.11% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Correlation
The correlation between VALSX and ADX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 1984 | 0.61 |
Over the past year, the correlation between VALSX and ADX has dropped to 0.39 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
VALSX vs. ADX — Risk / Return Rank
VALSX
ADX
VALSX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Select Growth Fund (VALSX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| VALSX | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.23 | ||
| Sortino ratioReturn per unit of downside risk | -4.54 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.32 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 2.76 | -3.66 |
| Martin ratioReturn relative to average drawdown | -1.44 | 13.65 | -15.08 |
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Drawdowns
VALSX vs. ADX - Drawdown Comparison
The maximum VALSX drawdown since its inception was -55.08%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for VALSX and ADX.
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Drawdown Indicators
| VALSX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -71.60% | +16.52% |
Max Drawdown (1Y)Largest decline over 1 year | -18.03% | -10.16% | -7.87% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -18.29% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -28.22% | -25.07% | -3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -34.00% | -37.17% | +3.17% |
Current DrawdownCurrent decline from peak | -17.05% | -1.32% | -15.73% |
Average DrawdownAverage peak-to-trough decline | -13.63% | -22.06% | +8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.36% | 2.05% | +9.31% |
Volatility
VALSX vs. ADX - Volatility Comparison
The current volatility for Value Line Select Growth Fund (VALSX) is 2.96%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 4.93%. This indicates that VALSX experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VALSX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 4.93% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 11.88% | -2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 14.86% | -2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 17.49% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 18.07% | +0.17% |
VALSX vs. ADX - Expense Ratio Comparison
VALSX has a 1.13% expense ratio, which is higher than ADX's 0.59% expense ratio.
Dividends
VALSX vs. ADX - Dividend Comparison
VALSX's dividend yield for the trailing twelve months is around 9.31%, more than ADX's 7.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 7.48% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
VALSX Value Line Select Growth Fund | 9.31% | 8.59% | 11.16% | 9.98% | 12.14% | 14.47% | 27.15% | 6.81% | 10.12% | 7.12% | 6.84% | 17.21% |
Frequently Asked Questions
VALSX and ADX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADX has higher volatility (4.93%) compared to VALSX (2.96%). In terms of maximum drawdown, VALSX dropped -55.08% vs ADX's -71.60%.
ADX currently has the higher Sharpe Ratio (1.89 vs -1.35), 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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