Boyar Value Fund (BOYAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BOYAX
BOYAX charges 1.56% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BOYAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BOYAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BOYAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BOYAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BOYAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | BOYAX vs TILVX |
Best Risk-Adjusted Alternatives to BOYAX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | BOYAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BOYAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BOYAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BOYAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BOYAX vs VALAX |
Top Performing BOYAX Alternatives (YTD)
BOYAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | BOYAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BOYAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BOYAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BOYAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BOYAX vs HFCVX |
Lowest Volatility Alternatives to BOYAX
BOYAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | BOYAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BOYAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BOYAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BOYAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BOYAX vs ACIIX |
Lowest Drawdown Alternatives to BOYAX
BOYAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | BOYAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BOYAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BOYAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BOYAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BOYAX vs PSECX |
Often Compared With BOYAX
What investors most often compare with BOYAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | BOYAX vs VGT | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BOYAX vs SPY |
Compare BOYAX with Any Fund or Stock
Compare BOYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.