BFSAX vs. FLCPX

Last updated Apr 1, 2026

Compare and contrast key facts about BFS Equity Fund (BFSAX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).

BFSAX is managed by BFS. It was launched on Nov 8, 2013. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.

Performance

BFSAX vs. FLCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BFS Equity Fund (BFSAX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). The values are adjusted to include any dividend payments, if applicable.

BFSAX vs. FLCPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	8.75%	-18.53%	24.95%	10.46%	32.88%	-2.96%	20.97%
FLCPX Fidelity SAI U.S. Large Cap Index Fund	-7.05%	17.84%	25.08%	26.25%	-18.06%	28.61%	18.24%	31.59%	-4.38%	21.74%

Returns By Period

BFSAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FLCPX

• 1D: -0.39%
• 1M: -7.70%
• YTD: -7.05%
• 6M: -4.58%
• 1Y: 14.45%
• 3Y*: 17.20%
• 5Y*: 11.42%
• 10Y*: 13.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BFSAX vs. FLCPX - Expense Ratio Comparison

BFSAX has a 1.25% expense ratio, which is higher than FLCPX's 0.02% expense ratio.

BFSAX

BFS Equity Fund

FLCPX

Fidelity SAI U.S. Large Cap Index Fund

Return for Risk

BFSAX vs. FLCPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLCPX

FLCPX Risk / Return Rank: 44
FLCPX Sharpe Ratio Rank: 41
FLCPX Sortino Ratio Rank: 45
FLCPX Omega Ratio Rank: 49
FLCPX Calmar Ratio Rank: 38
FLCPX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BFSAX vs. FLCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BFS Equity Fund (BFSAX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BFSAX	FLCPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.84	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.82	—

Correlation

The correlation between BFSAX and FLCPX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BFSAX vs. FLCPX - Dividend Comparison

BFSAX has not paid dividends to shareholders, while FLCPX's dividend yield for the trailing twelve months is around 0.60%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	0.00%	1.14%	9.63%	1.50%	1.69%	3.63%	0.32%	0.45%	0.30%
FLCPX Fidelity SAI U.S. Large Cap Index Fund	0.60%	0.56%	6.11%	7.05%	11.23%	10.38%	3.93%	1.74%	2.18%	1.57%	0.76%	0.00%

Drawdowns

Drawdown Indicators

	BFSAX	FLCPX	Difference
Max Drawdown Largest peak-to-trough decline	—	-33.87%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.14%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.40%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.87%	—
Current Drawdown Current decline from peak	—	-8.89%	—
Average Drawdown Average peak-to-trough decline	—	-4.24%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.56%	—

Volatility

Volatility by Period

	BFSAX	FLCPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.09%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.14%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.03%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.12%	—