VLEOX vs. FTXNX

In the year-to-date period, VLEOX achieves a 1.89% return, which is significantly lower than FTXNX's 5.96% return.

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VLEOX has a 1.16% expense ratio, which is lower than FTXNX's 1.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Small Cap Opportunities Fund (VLEOX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX). 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 1.03, which is comparable to the FTXNX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of VLEOX and FTXNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither VLEOX nor FTXNX has paid dividends to shareholders.

The maximum VLEOX drawdown since its inception was -57.24%, which is greater than FTXNX's maximum drawdown of -48.79%. Use the drawdown chart below to compare losses from any high point for VLEOX and FTXNX. For additional features, visit the drawdowns tool.

The current volatility for Value Line Small Cap Opportunities Fund (VLEOX) is 5.12%, while Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a volatility of 7.19%. This indicates that VLEOX experiences smaller price fluctuations and is considered to be less risky than FTXNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.