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 307 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
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	BOYAX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	BOYAX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	BOYAX vs SWLVX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	BOYAX vs TILVX

Best Risk-Adjusted Alternatives to BOYAX

BOYAX has a PortfoliosLab risk / return rank of 27. There are 275 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
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	BOYAX vs MALVX
IDIVX	Integrity Dividend Harvest Fund	95	—	May 2012	BOYAX vs IDIVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	94	—	Jun 2022	BOYAX vs AVLVX

Top Performing BOYAX Alternatives (YTD)

BOYAX is at 10.17% YTD. There are 226 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	25.44%	—	Jun 2015	BOYAX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	24.02%	—	Nov 1935	BOYAX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.70%	—	Jun 2022	BOYAX vs AVLVX
VALAX	Al Frank Fund	22.75%	—	May 2006	BOYAX vs VALAX
YAFFX	AMG Yacktman Focused Fund	22.70%	—	May 1997	BOYAX vs YAFFX

Lowest Volatility Alternatives to BOYAX

BOYAX has 12.03% 1-year volatility. There are 214 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	BOYAX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.62%	—	Feb 2021	BOYAX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	BOYAX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.50%	—	Feb 1996	BOYAX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.51%	—	Dec 2007	BOYAX vs TMMAX

Lowest Drawdown Alternatives to BOYAX

BOYAX has a 1-year max drawdown of -8.64%. There are 255 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
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
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	BOYAX vs BUFBX
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, PSECX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VGT	Vanguard Information Technology ETF	Technology Equities	57	22.94%	170.10B	Mar 2004	BOYAX vs VGT
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	38	7.92%	—	Feb 2001	BOYAX vs HDCTX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	14	4.18%	—	Jan 2011	BOYAX vs PSECX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	BOYAX vs SPY
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	73	11.51%	—	Jun 1995	BOYAX vs FLCSX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	89	15.97%	245.00B	Nov 2000	BOYAX vs VVIAX
SMVLX	Smead Value Fund	Large Cap Value Equities	74	17.31%	—	Jan 2008	BOYAX vs SMVLX
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	92	15.72%	—	Nov 2001	BOYAX vs SLVIX
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	72	9.97%	—	Dec 1986	BOYAX vs LEIFX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	84	11.23%	—	Jul 1999	BOYAX vs AUXFX
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	91	21.46%	—	Jun 2005	BOYAX vs PXTIX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	66	10.67%	6.45B	Aug 1994	BOYAX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	84	13.90%	20.50B	Mar 2016	BOYAX vs VIHAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	17	16.91%	—	Jan 1984	BOYAX vs AVERX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	93	10.30%	—	Dec 2019	BOYAX vs TOWFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	67	10.87%	—	Jul 1998	BOYAX vs ACIIX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	18.96%	—	Dec 2006	BOYAX vs NQCRX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.74%	—	Apr 2003	BOYAX vs NEIMX
FAIRX	Fairholme Fund	Large Cap Value Equities	15	2.93%	—	Dec 1999	BOYAX vs FAIRX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	27	10.20%	—	Jun 2021	BOYAX vs GQHPX

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