BOYAX vs. FLCSX
BOYAX (Boyar Value Fund) and FLCSX (Fidelity Large Cap Stock Fund) are both mutual funds - BOYAX is a Large Cap Value Equities fund managed by Boyar, while FLCSX is a Large Cap Blend Equities fund actively managed by Fidelity. Over the past 10 years, BOYAX returned 7.81%/yr vs 15.14%/yr for FLCSX. Their correlation of 0.87 means they have usually moved in the same direction. BOYAX charges 1.56%/yr vs 0.75%/yr for FLCSX.
Performance
BOYAX vs. FLCSX - Performance Comparison
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Returns By Period
In the year-to-date period, BOYAX achieves a 12.74% return, which is significantly higher than FLCSX's 10.72% return. Over the past 10 years, BOYAX has underperformed FLCSX with an annualized return of 7.81%, while FLCSX has yielded a comparatively higher 15.14% annualized return.
BOYAX
- 1D
- 1.24%
- 1M
- 1.63%
- 6M
- 10.04%
- YTD
- 12.74%
- 1Y
- 18.72%
- 3Y*
- 12.49%
- 5Y*
- 6.15%
- 10Y*
- 7.81%
- ALL TIME*
- 6.60%
FLCSX
- 1D
- 1.84%
- 1M
- 0.00%
- 6M
- 7.29%
- YTD
- 10.72%
- 1Y
- 23.37%
- 3Y*
- 22.81%
- 5Y*
- 16.27%
- 10Y*
- 15.14%
- ALL TIME*
- 10.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BOYAX Boyar Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BOYAX vs. FLCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOYAX Boyar Value Fund | 12.74% | 12.41% | 11.40% | 14.14% | -20.14% | 18.62% | 4.21% | 19.20% | -7.52% | 15.97% |
FLCSX Fidelity Large Cap Stock Fund | 10.72% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
Correlation
The correlation between BOYAX and FLCSX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 5, 1998 | 0.87 |
The correlation between BOYAX and FLCSX shifts across timeframes, from 0.70 (1 year) to 0.88 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
BOYAX vs. FLCSX — Risk / Return Rank
BOYAX
FLCSX
BOYAX vs. FLCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boyar Value Fund (BOYAX) and Fidelity Large Cap Stock Fund (FLCSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BOYAX | FLCSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.22 | -0.28 |
| Martin ratioReturn relative to average drawdown | 7.49 | 9.89 | -2.40 |
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Drawdowns
BOYAX vs. FLCSX - Drawdown Comparison
The maximum BOYAX drawdown since its inception was -60.75%, roughly equal to the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for BOYAX and FLCSX.
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Drawdown Indicators
| BOYAX | FLCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.75% | -63.67% | +2.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -9.55% | +0.91% |
Max Drawdown (3Y)Largest decline over 3 years | -17.66% | -18.82% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -29.61% | -21.69% | -7.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.02% | -37.11% | +4.09% |
Current DrawdownCurrent decline from peak | 0.00% | -1.03% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -13.75% | +5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.14% | +0.10% |
Volatility
BOYAX vs. FLCSX - Volatility Comparison
Boyar Value Fund (BOYAX) has a higher volatility of 3.98% compared to Fidelity Large Cap Stock Fund (FLCSX) at 3.40%. This indicates that BOYAX's price experiences larger fluctuations and is considered to be riskier than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOYAX | FLCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.40% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 10.07% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 12.96% | -0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 16.82% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 18.57% | -2.16% |
BOYAX vs. FLCSX - Expense Ratio Comparison
BOYAX has a 1.56% expense ratio, which is higher than FLCSX's 0.75% expense ratio.
Dividends
BOYAX vs. FLCSX - Dividend Comparison
BOYAX's dividend yield for the trailing twelve months is around 4.02%, less than FLCSX's 8.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOYAX Boyar Value Fund | 4.02% | 4.53% | 7.87% | 0.50% | 0.52% | 0.41% | 1.85% | 3.87% | 5.20% | 1.68% | 1.79% | 2.79% |
FLCSX Fidelity Large Cap Stock Fund | 8.92% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
Frequently Asked Questions
BOYAX and FLCSX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BOYAX has higher volatility (3.98%) compared to FLCSX (3.40%). In terms of maximum drawdown, BOYAX dropped -60.75% vs FLCSX's -63.67%.
FLCSX currently has the higher Sharpe Ratio (1.64 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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