BVPIX vs. FLCOX
Compare and contrast key facts about Baywood ValuePlus Fund (BVPIX) and Fidelity Large Cap Value Index Fund (FLCOX).
BVPIX is managed by Baywood. It was launched on Dec 2, 2013. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Performance
BVPIX vs. FLCOX - Performance Comparison
Loading graphics...
BVPIX vs. FLCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 4.16% | 12.27% | 12.88% | 11.31% | 4.22% | 22.02% | 0.56% | 23.52% | -10.27% | 15.37% |
FLCOX Fidelity Large Cap Value Index Fund | 2.08% | 15.90% | 14.38% | 11.48% | -7.57% | 25.09% | 2.87% | 26.54% | -8.38% | 10.90% |
Returns By Period
In the year-to-date period, BVPIX achieves a 4.16% return, which is significantly higher than FLCOX's 2.08% return.
BVPIX
- 1D
- 1.39%
- 1M
- -4.27%
- YTD
- 4.16%
- 6M
- 4.64%
- 1Y
- 12.50%
- 3Y*
- 13.71%
- 5Y*
- 10.78%
- 10Y*
- 10.80%
FLCOX
- 1D
- 2.13%
- 1M
- -4.69%
- YTD
- 2.08%
- 6M
- 5.86%
- 1Y
- 15.94%
- 3Y*
- 14.30%
- 5Y*
- 9.21%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BVPIX vs. FLCOX - Expense Ratio Comparison
BVPIX has a 0.70% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Return for Risk
BVPIX vs. FLCOX — Risk / Return Rank
BVPIX
FLCOX
BVPIX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood ValuePlus Fund (BVPIX) and Fidelity Large Cap Value Index Fund (FLCOX). 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.
| BVPIX | FLCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.02 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.48 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.44 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.95 | 6.76 | -1.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BVPIX | FLCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.02 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.62 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.54 | +0.02 |
Correlation
The correlation between BVPIX and FLCOX is 0.95, 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
BVPIX vs. FLCOX - Dividend Comparison
BVPIX's dividend yield for the trailing twelve months is around 7.71%, more than FLCOX's 1.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 7.71% | 7.85% | 5.54% | 5.95% | 4.41% | 10.20% | 1.96% | 3.35% | 7.83% | 4.68% | 3.73% | 16.80% |
FLCOX Fidelity Large Cap Value Index Fund | 1.48% | 1.51% | 1.92% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.79% | 0.60% | 0.00% | 0.00% |
Drawdowns
BVPIX vs. FLCOX - Drawdown Comparison
The maximum BVPIX drawdown since its inception was -40.06%, roughly equal to the maximum FLCOX drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for BVPIX and FLCOX.
Loading graphics...
Drawdown Indicators
| BVPIX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.06% | -38.28% | -1.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -11.81% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -16.08% | -19.00% | +2.92% |
Max Drawdown (10Y)Largest decline over 10 years | -40.06% | — | — |
Current DrawdownCurrent decline from peak | -5.27% | -4.82% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -4.52% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.51% | +0.22% |
Volatility
BVPIX vs. FLCOX - Volatility Comparison
The current volatility for Baywood ValuePlus Fund (BVPIX) is 3.32%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 4.38%. This indicates that BVPIX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BVPIX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 4.38% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.96% | 8.29% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.99% | 15.73% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.99% | 14.83% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 17.73% | -0.31% |