VALSX vs. ANFFX
VALSX (Value Line Select Growth Fund) and ANFFX (American Funds The New Economy Fund Class F-1) are both Large Cap Growth Equities funds. Over the past 10 years, VALSX returned 10.48%/yr vs 15.16%/yr for ANFFX. Their correlation of 0.86 means they have usually moved in the same direction. VALSX charges 1.13%/yr vs 0.78%/yr for ANFFX.
Performance
VALSX vs. ANFFX - 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 ANFFX's 14.05% return. Over the past 10 years, VALSX has underperformed ANFFX with an annualized return of 10.48%, while ANFFX has yielded a comparatively higher 15.16% 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%
ANFFX
- 1D
- 3.58%
- 1M
- -4.67%
- 6M
- 10.08%
- YTD
- 14.05%
- 1Y
- 35.75%
- 3Y*
- 24.92%
- 5Y*
- 11.53%
- 10Y*
- 15.16%
- ALL TIME*
- 9.91%
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 |
VALSX vs. ANFFX - 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% |
ANFFX American Funds The New Economy Fund Class F-1 | 14.05% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Correlation
The correlation between VALSX and ANFFX 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. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2001 | 0.86 |
Over the past year, the correlation between VALSX and ANFFX has dropped to 0.38 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
VALSX vs. ANFFX — Risk / Return Rank
VALSX
ANFFX
VALSX vs. ANFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Select Growth Fund (VALSX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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 | ANFFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.97 | ||
| Sortino ratioReturn per unit of downside risk | -4.01 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.28 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 2.48 | -3.39 |
| Martin ratioReturn relative to average drawdown | -1.44 | 9.19 | -10.63 |
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Drawdowns
VALSX vs. ANFFX - Drawdown Comparison
The maximum VALSX drawdown since its inception was -55.08%, roughly equal to the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for VALSX and ANFFX.
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Drawdown Indicators
| VALSX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -55.37% | +0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -18.03% | -13.36% | -4.67% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -20.81% | +2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -28.22% | -37.10% | +8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -34.00% | -37.10% | +3.10% |
Current DrawdownCurrent decline from peak | -17.05% | -7.99% | -9.06% |
Average DrawdownAverage peak-to-trough decline | -13.63% | -11.32% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.36% | 3.59% | +7.77% |
Volatility
VALSX vs. ANFFX - Volatility Comparison
The current volatility for Value Line Select Growth Fund (VALSX) is 2.96%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.55%. This indicates that VALSX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VALSX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 7.55% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 17.17% | -8.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 20.42% | -8.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 20.00% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 19.30% | -1.06% |
VALSX vs. ANFFX - Expense Ratio Comparison
VALSX has a 1.13% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Dividends
VALSX vs. ANFFX - Dividend Comparison
VALSX's dividend yield for the trailing twelve months is around 9.31%, more than ANFFX's 8.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANFFX American Funds The New Economy Fund Class F-1 | 8.68% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
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 ANFFX 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.
ANFFX has higher volatility (7.55%) compared to VALSX (2.96%). In terms of maximum drawdown, VALSX dropped -55.08% vs ANFFX's -55.37%.
ANFFX currently has the higher Sharpe Ratio (1.62 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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