WSMDX vs. VLIFX
Compare and contrast key facts about William Blair Small-Mid Cap Growth Fund (WSMDX) and Value Line Mid Cap Focused Fund (VLIFX).
WSMDX is managed by William Blair. It was launched on Dec 29, 2003. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Performance
WSMDX vs. VLIFX - Performance Comparison
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WSMDX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | -2.08% | 0.63% | 27.55% | 18.14% | -22.98% | 8.28% | 32.38% | 30.81% | -2.18% | 28.85% |
VLIFX Value Line Mid Cap Focused Fund | -5.99% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Returns By Period
In the year-to-date period, WSMDX achieves a -2.08% return, which is significantly higher than VLIFX's -5.99% return. Both investments have delivered pretty close results over the past 10 years, with WSMDX having a 11.40% annualized return and VLIFX not far behind at 11.36%.
WSMDX
- 1D
- 3.91%
- 1M
- -5.85%
- YTD
- -2.08%
- 6M
- -0.51%
- 1Y
- 11.10%
- 3Y*
- 12.10%
- 5Y*
- 3.13%
- 10Y*
- 11.40%
VLIFX
- 1D
- 2.08%
- 1M
- -8.39%
- YTD
- -5.99%
- 6M
- -8.13%
- 1Y
- -4.75%
- 3Y*
- 5.21%
- 5Y*
- 5.59%
- 10Y*
- 11.36%
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WSMDX vs. VLIFX - Expense Ratio Comparison
WSMDX has a 1.10% expense ratio, which is higher than VLIFX's 1.07% expense ratio.
Return for Risk
WSMDX vs. VLIFX — Risk / Return Rank
WSMDX
VLIFX
WSMDX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) and Value Line Mid Cap Focused Fund (VLIFX). 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.
| WSMDX | VLIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | -0.27 | +0.78 |
Sortino ratioReturn per unit of downside risk | 0.88 | -0.28 | +1.16 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.97 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | -0.41 | +1.07 |
Martin ratioReturn relative to average drawdown | 2.34 | -1.33 | +3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSMDX | VLIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | -0.27 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.34 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.64 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.38 | +0.13 |
Correlation
The correlation between WSMDX and VLIFX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WSMDX vs. VLIFX - Dividend Comparison
WSMDX's dividend yield for the trailing twelve months is around 2.87%, more than VLIFX's 2.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | 2.87% | 2.81% | 24.90% | 7.89% | 3.34% | 9.30% | 1.66% | 7.13% | 8.88% | 5.33% | 2.64% | 5.31% |
VLIFX Value Line Mid Cap Focused Fund | 2.30% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% | 0.00% |
Drawdowns
WSMDX vs. VLIFX - Drawdown Comparison
The maximum WSMDX drawdown since its inception was -50.33%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for WSMDX and VLIFX.
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Drawdown Indicators
| WSMDX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.33% | -61.48% | +11.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -11.81% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -36.89% | -21.91% | -14.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -35.51% | -1.38% |
Current DrawdownCurrent decline from peak | -8.05% | -13.02% | +4.97% |
Average DrawdownAverage peak-to-trough decline | -8.51% | -15.68% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.67% | +0.02% |
Volatility
WSMDX vs. VLIFX - Volatility Comparison
William Blair Small-Mid Cap Growth Fund (WSMDX) has a higher volatility of 8.07% compared to Value Line Mid Cap Focused Fund (VLIFX) at 4.57%. This indicates that WSMDX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSMDX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 4.57% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 9.86% | +4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 17.00% | +5.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.00% | 16.81% | +6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.84% | 17.81% | +4.03% |