Funds VALIX Can Replace
48 funds
FSI > 80 out of 1,273 similar funds
Which Funds Can VALIX Replace?
Value Line Capital Appreciation Fund, Inc. Investor Class Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$166.07B
Assets in funds VALIX can compete with and replace
Outperformance Rank
#758
Rank among 1,273 similar funds
Who Holds Credible Replacements?
193 firms
95,859 connected advisors
Opportunity analysis
VALIX can replace 48 funds with FSI above 80 out of 1,273 similar funds, representing $166.07B in competing fund AUM. Its outperformance rank is #758 among those similar funds. 193 13F firms and 95,859 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 21.2%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 1.08%
- Assets under management
- $461.6M