BVEFX vs. FLCSX

Last updated Jul 11, 2026

BVEFX (Becker Value Equity Fund) and FLCSX (Fidelity Large Cap Stock Fund) are both mutual funds - BVEFX is a Large Cap Value Equities fund managed by Becker, while FLCSX is a Large Cap Blend Equities fund actively managed by Fidelity Investments. Over the past 10 years, BVEFX returned 11.30%/yr vs 15.51%/yr for FLCSX. Their correlation of 0.93 suggests significant overlap in exposure. BVEFX charges 0.78%/yr vs 0.75%/yr for FLCSX.

Performance

BVEFX vs. FLCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Becker Value Equity Fund (BVEFX) and Fidelity Large Cap Stock Fund (FLCSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BVEFX achieves a 11.83% return, which is significantly higher than FLCSX's 10.88% return. Over the past 10 years, BVEFX has underperformed FLCSX with an annualized return of 11.30%, while FLCSX has yielded a comparatively higher 15.51% annualized return.

BVEFX

• 1D: 0.48%
• 1M: 1.96%
• 6M: 9.11%
• YTD: 11.83%
• 1Y: 17.68%
• 3Y*: 15.48%
• 5Y*: 9.95%
• 10Y*: 11.30%

FLCSX

• 1D: 0.56%
• 1M: 2.08%
• 6M: 7.95%
• YTD: 10.88%
• 1Y: 23.78%
• 3Y*: 24.95%
• 5Y*: 16.21%
• 10Y*: 15.51%

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

BVEFX vs. FLCSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BVEFX Becker Value Equity Fund	11.83%	13.13%	16.05%	9.53%	-7.51%	29.35%	4.04%	23.05%	-13.68%	15.19%
FLCSX Fidelity Large Cap Stock Fund	10.88%	27.49%	26.31%	23.51%	-8.02%	25.80%	9.05%	31.59%	-13.62%	17.86%

Correlation

The correlation between BVEFX and FLCSX is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.77
Correlation (3Y) Calculated over the trailing 3-year period	0.79
Correlation (5Y) Calculated over the trailing 5-year period	0.87
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Nov 4, 2003	0.93

The correlation between BVEFX and FLCSX shifts across timeframes, from 0.77 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BVEFX vs. FLCSX — Risk / Return Rank

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

BVEFX

BVEFX Risk / Return Rank: 59
BVEFX Sharpe Ratio Rank: 57
BVEFX Sortino Ratio Rank: 58
BVEFX Omega Ratio Rank: 53
BVEFX Calmar Ratio Rank: 62
BVEFX Martin Ratio Rank: 64

FLCSX

FLCSX Risk / Return Rank: 72
FLCSX Sharpe Ratio Rank: 73
FLCSX Sortino Ratio Rank: 70
FLCSX Omega Ratio Rank: 68
FLCSX Calmar Ratio Rank: 68
FLCSX Martin Ratio Rank: 80

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.

BVEFX vs. FLCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Becker Value Equity Fund (BVEFX) 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.

	BVEFX	FLCSX	Difference
Sharpe ratio: Return per unit of total volatility	1.69	1.89	-0.20
Sortino ratio: Return per unit of downside risk	2.40	2.65	-0.24
Omega ratio: Gain probability vs. loss probability	1.30	1.34	-0.04
Calmar ratio: Return relative to maximum drawdown	2.41	2.52	-0.12
Martin ratio: Return relative to average drawdown	9.65	11.30	-1.65

BVEFX vs. FLCSX - Sharpe Ratio Comparison

The current BVEFX Sharpe Ratio is 1.69, which is comparable to the FLCSX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of BVEFX and FLCSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BVEFX vs. FLCSX - Drawdown Comparison

The maximum BVEFX drawdown since its inception was -50.63%, smaller than the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for BVEFX and FLCSX.

Drawdown Indicators

	BVEFX	FLCSX	Difference
Max Drawdown Largest peak-to-trough decline	-50.63%	-63.67%	+13.04%
Max Drawdown (1Y) Largest decline over 1 year	-7.17%	-9.55%	+2.38%
Max Drawdown (3Y) Largest decline over 3 years	-13.56%	-18.82%	+5.26%
Max Drawdown (5Y) Largest decline over 5 years	-19.86%	-21.69%	+1.83%
Max Drawdown (10Y) Largest decline over 10 years	-33.88%	-37.11%	+3.23%
Current Drawdown Current decline from peak	-0.44%	-0.52%	+0.08%
Average Drawdown Average peak-to-trough decline	-6.44%	-13.78%	+7.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.79%	2.13%	-0.34%

Volatility

BVEFX vs. FLCSX - Volatility Comparison

The current volatility for Becker Value Equity Fund (BVEFX) is 3.09%, while Fidelity Large Cap Stock Fund (FLCSX) has a volatility of 4.06%. This indicates that BVEFX experiences smaller price fluctuations and is considered to be less risky than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BVEFX	FLCSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.09%	4.06%	-0.97%
Volatility (6M) Calculated over the trailing 6-month period	7.99%	9.87%	-1.88%
Volatility (1Y) Calculated over the trailing 1-year period	10.23%	12.74%	-2.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.87%	16.87%	-3.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.22%	18.56%	-2.34%

BVEFX vs. FLCSX - Expense Ratio Comparison

BVEFX has a 0.78% expense ratio, which is higher than FLCSX's 0.75% expense ratio.

Dividends

BVEFX vs. FLCSX - Dividend Comparison

BVEFX's dividend yield for the trailing twelve months is around 8.74%, less than FLCSX's 8.91% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BVEFX Becker Value Equity Fund	8.74%	9.78%	6.31%	11.75%	8.46%	12.00%	2.41%	2.21%	9.17%	5.06%	15.31%	8.18%
FLCSX Fidelity Large Cap Stock Fund	8.91%	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

Can I hold both BVEFX and FLCSX in my portfolio?

BVEFX and FLCSX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BVEFX or FLCSX?

FLCSX has higher volatility (4.06%) compared to BVEFX (3.09%). In terms of maximum drawdown, BVEFX dropped -50.63% vs FLCSX's -63.67%.

Which has better risk-adjusted returns?

FLCSX currently has the higher Sharpe Ratio (1.89 vs 1.69), 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.