VLEOX vs. FCPGX

In the year-to-date period, VLEOX achieves a -0.54% return, which is significantly lower than FCPGX's 2.69% return. Over the past 10 years, VLEOX has underperformed FCPGX with an annualized return of 1.82%, while FCPGX has yielded a comparatively higher 6.44% annualized return.

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VLEOX has a 1.16% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Small Cap Opportunities Fund (VLEOX) and Fidelity Small Cap Growth Fund (FCPGX). 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.

The current VLEOX Sharpe Ratio is 0.61, which is comparable to the FCPGX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of VLEOX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLEOX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.93%.

The maximum VLEOX drawdown since its inception was -57.24%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for VLEOX and FCPGX. For additional features, visit the drawdowns tool.

The current volatility for Value Line Small Cap Opportunities Fund (VLEOX) is 3.83%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 4.75%. This indicates that VLEOX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.