BOYAX Alternatives & Similar Mutual Funds

Boyar Value Fund (BOYAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BOYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BOYAX

BOYAX charges 1.56% annually. There are 311 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	BOYAX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	BOYAX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	BOYAX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	BOYAX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	BOYAX vs VVIAX

Best Risk-Adjusted Alternatives to BOYAX

BOYAX has a PortfoliosLab risk / return rank of 25. There are 279 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	BOYAX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	BOYAX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	BOYAX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	BOYAX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	BOYAX vs SABTX

Top Performing BOYAX Alternatives (YTD)

BOYAX is at 5.85% YTD. There are 271 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	BOYAX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	BOYAX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	BOYAX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	BOYAX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	BOYAX vs PXTIX

Lowest Volatility Alternatives to BOYAX

BOYAX has 11.98% 1-year volatility. There are 239 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	BOYAX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	BOYAX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	BOYAX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	BOYAX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	BOYAX vs FLCCX

Lowest Drawdown Alternatives to BOYAX

BOYAX has a 1-year max drawdown of -8.64%. There are 258 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	BOYAX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	BOYAX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	BOYAX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	BOYAX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	BOYAX vs SVAIX

Often Compared With BOYAX

Investors most often compare BOYAX with VGT, HDCTX, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VGT	Vanguard Information Technology ETF	Technology Equities	76	31.64%	144.20B	Mar 2004	BOYAX vs VGT
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	BOYAX vs HDCTX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	BOYAX vs SPY
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	76	9.75%	—	Jun 1995	BOYAX vs FLCSX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	BOYAX vs PSECX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	BOYAX vs AUXFX
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	89	13.57%	—	Nov 2001	BOYAX vs SLVIX
SMVLX	Smead Value Fund	Large Cap Value Equities	67	13.63%	—	Jan 2008	BOYAX vs SMVLX
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	53	5.16%	—	Dec 1986	BOYAX vs LEIFX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	BOYAX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	BOYAX vs VIHAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	BOYAX vs AVERX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	83	14.30%	—	Oct 2002	BOYAX vs TILVX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	79	6.25%	—	Dec 2019	BOYAX vs TOWFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	BOYAX vs ACIIX
FAIRX	Fairholme Fund	Large Cap Value Equities	32	6.26%	—	Dec 1999	BOYAX vs FAIRX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	Jun 2021	BOYAX vs GQHPX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.29%	—	Apr 2003	BOYAX vs NEIMX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	5.01%	—	Dec 2007	BOYAX vs TMMAX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	91	16.10%	—	Dec 2006	BOYAX vs NQCRX

Compare BOYAX with Any Fund or Stock

Compare BOYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BOYAX with funds that move differently

Boyar Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOYAX.

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Boyar Value Fund (BOYAX) Alternatives