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 306 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 | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | BOYAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BOYAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BOYAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BOYAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | BOYAX vs VVIAX |
Best Risk-Adjusted Alternatives to BOYAX
BOYAX has a PortfoliosLab risk / return rank of 52. There are 265 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | BOYAX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BOYAX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BOYAX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | BOYAX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | BOYAX vs MALVX |
Top Performing BOYAX Alternatives (YTD)
BOYAX is at 12.74% YTD. There are 189 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | BOYAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | BOYAX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | BOYAX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | BOYAX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | BOYAX vs YAFFX |
Lowest Volatility Alternatives to BOYAX
BOYAX has 12.19% 1-year volatility. There are 220 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | BOYAX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BOYAX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BOYAX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | BOYAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | BOYAX vs ACIIX |
Lowest Drawdown Alternatives to BOYAX
BOYAX has a 1-year max drawdown of -8.64%. There are 254 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | BOYAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BOYAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BOYAX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | BOYAX vs TORYX | |
| 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, PSECX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BOYAX with Any Fund or Stock
Compare BOYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore BOYAX Diversifiers