VLIFX vs. VIMCX

In the year-to-date period, VLIFX achieves a 7.26% return, which is significantly higher than VIMCX's 5.64% return. Over the past 10 years, VLIFX has underperformed VIMCX with an annualized return of 9.10%, while VIMCX has yielded a comparatively higher 10.18% annualized return.

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VLIFX has a 1.07% expense ratio, which is higher than VIMCX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) and Virtus KAR Mid-Cap Core Fund (VIMCX). 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 0.63, which is higher than the VIMCX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of VLIFX and VIMCX, 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 VLIFX nor VIMCX has paid dividends to shareholders.

The maximum VLIFX drawdown since its inception was -81.77%, which is greater than VIMCX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for VLIFX and VIMCX. For additional features, visit the drawdowns tool.

Value Line Mid Cap Focused Fund (VLIFX) and Virtus KAR Mid-Cap Core Fund (VIMCX) have volatilities of 4.85% and 4.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.