VLIFX vs. JANEX

In the year-to-date period, VLIFX achieves a 11.69% return, which is significantly lower than JANEX's 16.00% return. Over the past 10 years, VLIFX has outperformed JANEX with an annualized return of 9.53%, while JANEX has yielded a comparatively lower 5.59% annualized return.

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VLIFX has a 1.07% expense ratio, which is higher than JANEX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) and Janus Henderson Enterprise Fund (JANEX). 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 VLIFX Sharpe Ratio is 1.51, which is comparable to the JANEX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of VLIFX and JANEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLIFX's dividend yield for the trailing twelve months is around 0.02%, while JANEX has not paid dividends to shareholders.

The maximum VLIFX drawdown since its inception was -81.77%, which is greater than JANEX's maximum drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for VLIFX and JANEX. For additional features, visit the drawdowns tool.

Value Line Mid Cap Focused Fund (VLIFX) has a higher volatility of 4.82% compared to Janus Henderson Enterprise Fund (JANEX) at 3.78%. This indicates that VLIFX's price experiences larger fluctuations and is considered to be riskier than JANEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.