VISGX vs. VLEOX
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Value Line Small Cap Opportunities Fund (VLEOX).
VISGX is managed by Vanguard. It was launched on May 21, 1998. VLEOX is managed by Value Line. It was launched on Jun 23, 1993.
Performance
VISGX vs. VLEOX - Performance Comparison
Loading graphics...
VISGX vs. VLEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | -3.94% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
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, VISGX achieves a -3.94% return, which is significantly lower than VLEOX's -1.31% return. Over the past 10 years, VISGX has underperformed VLEOX with an annualized return of 9.84%, while VLEOX has yielded a comparatively higher 10.66% annualized return.
VISGX
- 1D
- -1.75%
- 1M
- -9.44%
- YTD
- -3.94%
- 6M
- -2.52%
- 1Y
- 15.53%
- 3Y*
- 10.67%
- 5Y*
- 1.54%
- 10Y*
- 9.84%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VISGX vs. VLEOX - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is lower than VLEOX's 1.16% expense ratio.
Return for Risk
VISGX vs. VLEOX — Risk / Return Rank
VISGX
VLEOX
VISGX vs. VLEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) 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.
| VISGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.69 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.16 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.04 | -0.18 |
Martin ratioReturn relative to average drawdown | 3.47 | 3.84 | -0.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VISGX | VLEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.69 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.27 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.54 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.53 | -0.17 |
Correlation
The correlation between VISGX and VLEOX is 0.94, 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
VISGX vs. VLEOX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.42%, less than VLEOX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.42% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
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
VISGX vs. VLEOX - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than VLEOX's maximum drawdown of -55.86%. Use the drawdown chart below to compare losses from any high point for VISGX and VLEOX.
Loading graphics...
Drawdown Indicators
| VISGX | VLEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -55.86% | -2.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.49% | -10.86% | -3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -38.41% | -30.68% | -7.73% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -35.30% | -3.40% |
Current DrawdownCurrent decline from peak | -11.39% | -10.58% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -9.52% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.96% | +0.64% |
Volatility
VISGX vs. VLEOX - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 7.59% compared to Value Line Small Cap Opportunities Fund (VLEOX) at 6.26%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VLEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VISGX | VLEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.59% | 6.26% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 11.83% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 19.58% | +4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 19.24% | +4.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 19.93% | +2.95% |