Buffalo Dividend Focus Fund (BUFDX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BUFDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BUFDX
BUFDX charges 0.93% annually. There are 278 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BUFDX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BUFDX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BUFDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BUFDX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | BUFDX vs WBREOX |
Best Risk-Adjusted Alternatives to BUFDX
BUFDX has a PortfoliosLab risk / return rank of 67. There are 182 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | BUFDX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | BUFDX vs GTLOX | |
| Davis New York Venture Fund | 95 | — | Feb 1969 | BUFDX vs NYVTX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | BUFDX vs VPCCX | |
| Pin Oak Equity | 94 | — | Aug 1992 | BUFDX vs POGSX |
Top Performing BUFDX Alternatives (YTD)
BUFDX is at 11.59% YTD. There are 181 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | BUFDX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.38% | — | Dec 2018 | BUFDX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | BUFDX vs POGRX | |
| Integrity ESG Growth & Income Fund | 23.36% | — | Jan 1995 | BUFDX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.30% | — | Dec 2015 | BUFDX vs RESGX |
Lowest Volatility Alternatives to BUFDX
BUFDX has 10.65% 1-year volatility. There are 35 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | BUFDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | BUFDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.20% | — | Jul 2012 | BUFDX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | BUFDX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.31% | — | Feb 2012 | BUFDX vs SILVX |
Lowest Drawdown Alternatives to BUFDX
BUFDX has a 1-year max drawdown of -7.66%. There are 25 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BUFDX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BUFDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BUFDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BUFDX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | BUFDX vs AMFEX |
Other Mutual Funds from Buffalo
The 9 most viewed Buffalo mutual funds shown here include BUFHX, BUFBX, BUFSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Buffalo High Yield Fund | High Yield Bonds | 52 | 2.28% | — | May 1995 | BUFDX vs BUFHX | |
| Buffalo Flexible Income Fund | Large Cap Value Equities | 88 | 14.75% | — | Aug 1994 | BUFDX vs BUFBX | |
| Buffalo Small Cap Fund | Small Cap Growth Equities | 25 | 13.59% | — | Apr 1998 | BUFDX vs BUFSX | |
| Buffalo International Fund | Foreign Large Cap Equities | 31 | 15.94% | — | Sep 2007 | BUFDX vs BUFIX | |
| Buffalo Discovery Fund | Mid Cap Growth Equities | 1 | -2.93% | — | Apr 2001 | BUFDX vs BUFTX | |
| Buffalo Early Stage Growth Fund | Small Cap Growth Equities | 26 | 15.63% | — | May 2004 | BUFDX vs BUFOX | |
| Buffalo Growth Fund | Large Cap Growth Equities | 11 | 0.75% | — | May 1995 | BUFDX vs BUFGX | |
| Buffalo Large Cap Fund | Large Cap Growth Equities | 27 | 8.52% | — | May 1995 | BUFDX vs BUFEX | |
| Buffalo Mid Cap Fund | Mid Cap Growth Equities | 1 | -3.71% | — | Dec 2001 | BUFDX vs BUFMX |
Often Compared With BUFDX
Investors most often compare BUFDX with JEPI, SCHD, BRK-B. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare BUFDX with Any Fund or Stock
Compare BUFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BUFDX with funds that move differently
Buffalo Dividend Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BUFDX.
Explore BUFDX Diversifiers