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 285 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 | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | BUFDX vs SWPPX |
Best Risk-Adjusted Alternatives to BUFDX
BUFDX has a PortfoliosLab risk / return rank of 36. There are 277 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | BUFDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | BUFDX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | BUFDX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | BUFDX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | BUFDX vs RESGX |
Top Performing BUFDX Alternatives (YTD)
BUFDX is at 6.64% YTD. There are 255 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | BUFDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | BUFDX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | BUFDX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | BUFDX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | BUFDX vs ALSMX |
Lowest Volatility Alternatives to BUFDX
BUFDX has 10.67% 1-year volatility. There are 43 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | BUFDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | BUFDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | BUFDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | BUFDX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | BUFDX vs FSUVX |
Lowest Drawdown Alternatives to BUFDX
BUFDX has a 1-year max drawdown of -7.66%. There are 29 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | BUFDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BUFDX vs ORDNX | |
| 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 |
Other Mutual Funds from Buffalo
The 9 most viewed Buffalo mutual funds shown here include BUFHX, BUFSX, BUFBX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Buffalo High Yield Fund | High Yield Bonds | 51 | 1.90% | — | May 1995 | BUFDX vs BUFHX | |
| Buffalo Small Cap Fund | Small Cap Growth Equities | 20 | 15.34% | — | Apr 1998 | BUFDX vs BUFSX | |
| Buffalo Flexible Income Fund | Large Cap Value Equities | 52 | 9.13% | — | Aug 1994 | BUFDX vs BUFBX | |
| Buffalo International Fund | Foreign Large Cap Equities | 20 | 16.44% | — | Sep 2007 | BUFDX vs BUFIX | |
| Buffalo Discovery Fund | Mid Cap Growth Equities | 1 | -4.47% | — | Apr 2001 | BUFDX vs BUFTX | |
| Buffalo Early Stage Growth Fund | Small Cap Growth Equities | 25 | 14.28% | — | May 2004 | BUFDX vs BUFOX | |
| Buffalo Growth Fund | Large Cap Growth Equities | 8 | -3.87% | — | May 1995 | BUFDX vs BUFGX | |
| Buffalo Large Cap Fund | Large Cap Growth Equities | 24 | 4.69% | — | May 1995 | BUFDX vs BUFEX | |
| Buffalo Mid Cap Fund | Mid Cap Growth Equities | 1 | -3.78% | — | Dec 2001 | BUFDX vs BUFMX |
Often Compared With BUFDX
Investors most often compare BUFDX with JEPI, SCHD, BRK-B. These 20 comparison targets span 6 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