VLIFX vs. MXMGX
VLIFX (Value Line Mid Cap Focused Fund) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, VLIFX returned 11.58%/yr vs 8.98%/yr for MXMGX. Their correlation of 0.85 means they have usually moved in the same direction. VLIFX charges 1.07%/yr vs 1.02%/yr for MXMGX.
Performance
VLIFX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, VLIFX achieves a 1.12% return, which is significantly lower than MXMGX's 5.45% return. Over the past 10 years, VLIFX has outperformed MXMGX with an annualized return of 11.58%, while MXMGX has yielded a comparatively lower 8.98% annualized return.
VLIFX
- 1D
- 0.73%
- 1M
- -0.92%
- 6M
- 0.68%
- YTD
- 1.12%
- 1Y
- 0.28%
- 3Y*
- 6.46%
- 5Y*
- 5.27%
- 10Y*
- 11.58%
- ALL TIME*
- 7.39%
MXMGX
- 1D
- 1.98%
- 1M
- 0.95%
- 6M
- 5.21%
- YTD
- 5.45%
- 1Y
- 7.10%
- 3Y*
- 7.54%
- 5Y*
- 2.25%
- 10Y*
- 8.98%
- ALL TIME*
- 6.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VLIFX vs. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLIFX Value Line Mid Cap Focused Fund | 1.12% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 5.45% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
Correlation
The correlation between VLIFX and MXMGX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1997 | 0.85 |
The correlation between VLIFX and MXMGX has been stable across timeframes, ranging from 0.75 to 0.85 - a consistent structural relationship.
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Return for Risk
VLIFX vs. MXMGX — Risk / Return Rank
VLIFX
MXMGX
VLIFX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VLIFX | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.09 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 0.65 | -0.81 |
| Martin ratioReturn relative to average drawdown | -0.45 | 2.15 | -2.60 |
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Drawdowns
VLIFX vs. MXMGX - Drawdown Comparison
The maximum VLIFX drawdown since its inception was -61.48%, roughly equal to the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for VLIFX and MXMGX.
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Drawdown Indicators
| VLIFX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.48% | -60.97% | -0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -10.29% | -1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -17.66% | -23.17% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -21.91% | -32.33% | +10.42% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -35.88% | +0.37% |
Current DrawdownCurrent decline from peak | -6.45% | 0.00% | -6.45% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -11.74% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.09% | +1.26% |
Volatility
VLIFX vs. MXMGX - Volatility Comparison
Value Line Mid Cap Focused Fund (VLIFX) has a higher volatility of 3.94% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 3.51%. This indicates that VLIFX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLIFX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 3.51% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 10.71% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 13.75% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 19.08% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 18.91% | -1.06% |
VLIFX vs. MXMGX - Expense Ratio Comparison
VLIFX has a 1.07% expense ratio, which is higher than MXMGX's 1.02% expense ratio.
Dividends
VLIFX vs. MXMGX - Dividend Comparison
VLIFX's dividend yield for the trailing twelve months is around 2.13%, more than MXMGX's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.59% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% |
VLIFX Value Line Mid Cap Focused Fund | 2.13% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% |
Frequently Asked Questions
VLIFX and MXMGX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VLIFX has higher volatility (3.94%) compared to MXMGX (3.51%). In terms of maximum drawdown, VLIFX dropped -61.48% vs MXMGX's -60.97%.
MXMGX currently has the higher Sharpe Ratio (0.49 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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