VLIFX vs. LCSSX

In the year-to-date period, VLIFX achieves a -3.17% return, which is significantly higher than LCSSX's -8.73% return. Over the past 10 years, VLIFX has underperformed LCSSX with an annualized return of 8.28%, while LCSSX has yielded a comparatively higher 12.08% annualized return.

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VLIFX has a 1.07% expense ratio, which is higher than LCSSX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) and ClearBridge Select Fund (LCSSX). 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 0.12, which is lower than the LCSSX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of VLIFX and LCSSX, 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 0.06%, while LCSSX has not paid dividends to shareholders.

The maximum VLIFX drawdown since its inception was -81.77%, which is greater than LCSSX's maximum drawdown of -45.27%. Use the drawdown chart below to compare losses from any high point for VLIFX and LCSSX. For additional features, visit the drawdowns tool.

The current volatility for Value Line Mid Cap Focused Fund (VLIFX) is 11.54%, while ClearBridge Select Fund (LCSSX) has a volatility of 14.85%. This indicates that VLIFX experiences smaller price fluctuations and is considered to be less risky than LCSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.