VALSX vs. FSPGX
VALSX (Value Line Select Growth Fund) and FSPGX (Fidelity Large Cap Growth Index Fund) are both Large Cap Growth Equities funds. Over the past 5 years, VALSX returned 2.89%/yr vs 11.86%/yr for FSPGX. Their correlation of 0.81 means they have usually moved in the same direction. VALSX charges 1.13%/yr vs 0.04%/yr for FSPGX.
Performance
VALSX vs. FSPGX - Performance Comparison
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Returns By Period
In the year-to-date period, VALSX achieves a -7.20% return, which is significantly lower than FSPGX's 0.30% return.
VALSX
- 1D
- 0.59%
- 1M
- -0.10%
- 6M
- -7.02%
- YTD
- -7.20%
- 1Y
- -14.22%
- 3Y*
- 3.81%
- 5Y*
- 2.89%
- 10Y*
- 10.62%
- ALL TIME*
- 9.31%
FSPGX
- 1D
- 0.83%
- 1M
- -2.42%
- 6M
- 1.53%
- YTD
- 0.30%
- 1Y
- 10.13%
- 3Y*
- 19.35%
- 5Y*
- 11.86%
- 10Y*
- —
- ALL TIME*
- 17.91%
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. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALSX Value Line Select Growth Fund | -7.20% | -1.86% | 11.90% | 31.29% | -20.74% | 23.76% | 23.07% | 36.62% | 1.25% | 22.34% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.30% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Correlation
The correlation between VALSX and FSPGX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.81 |
Over the past year, the correlation between VALSX and FSPGX has dropped to 0.43 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
VALSX vs. FSPGX — Risk / Return Rank
VALSX
FSPGX
VALSX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Select Growth Fund (VALSX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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 | FSPGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.09 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 0.50 | -1.34 |
| Martin ratioReturn relative to average drawdown | -1.32 | 1.49 | -2.81 |
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Drawdowns
VALSX vs. FSPGX - Drawdown Comparison
The maximum VALSX drawdown since its inception was -55.08%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for VALSX and FSPGX.
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Drawdown Indicators
| VALSX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -32.66% | -22.42% |
Max Drawdown (1Y)Largest decline over 1 year | -18.03% | -16.17% | -1.86% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -23.32% | +4.57% |
Max Drawdown (5Y)Largest decline over 5 years | -28.22% | -32.66% | +4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -34.00% | — | — |
Current DrawdownCurrent decline from peak | -16.56% | -7.99% | -8.57% |
Average DrawdownAverage peak-to-trough decline | -13.63% | -6.36% | -7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.40% | 5.40% | +6.00% |
Volatility
VALSX vs. FSPGX - Volatility Comparison
The current volatility for Value Line Select Growth Fund (VALSX) is 3.03%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.43%. This indicates that VALSX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VALSX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 6.43% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 14.04% | -4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 17.51% | -5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.43% | 21.80% | -4.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 21.58% | -3.34% |
VALSX vs. FSPGX - Expense Ratio Comparison
VALSX has a 1.13% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Dividends
VALSX vs. FSPGX - Dividend Comparison
VALSX's dividend yield for the trailing twelve months is around 9.26%, more than FSPGX's 0.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.39% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
VALSX Value Line Select Growth Fund | 9.26% | 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 FSPGX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSPGX has higher volatility (6.43%) compared to VALSX (3.03%). In terms of maximum drawdown, VALSX dropped -55.08% vs FSPGX's -32.66%.
FSPGX currently has the higher Sharpe Ratio (0.46 vs -1.25), 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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