Buffalo Large Cap Fund (BUFEX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BUFEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BUFEX
BUFEX charges 0.93% annually. There are 256 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BUFEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BUFEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | BUFEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BUFEX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BUFEX vs VRGWX |
Best Risk-Adjusted Alternatives to BUFEX
BUFEX has a PortfoliosLab risk / return rank of 26. There are 151 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | BUFEX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | BUFEX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | BUFEX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | BUFEX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | BUFEX vs FOCKX |
Top Performing BUFEX Alternatives (YTD)
BUFEX is at 8.55% YTD. There are 166 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | BUFEX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | BUFEX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | BUFEX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | BUFEX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | BUFEX vs FOCKX |
Lowest Volatility Alternatives to BUFEX
BUFEX has 15.06% 1-year volatility. There are 96 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | BUFEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | BUFEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | BUFEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | BUFEX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | BUFEX vs GQEPX |
Lowest Drawdown Alternatives to BUFEX
BUFEX has a 1-year max drawdown of -13.76%. There are 163 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BUFEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BUFEX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BUFEX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BUFEX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BUFEX vs DNVYX |
Other Mutual Funds from Buffalo
The 9 most viewed Buffalo mutual funds shown here include BUFHX, BUFSX, BUFBX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Buffalo High Yield Fund | High Yield Bonds | 53 | 2.29% | — | May 1995 | BUFEX vs BUFHX | |
| Buffalo Small Cap Fund | Small Cap Growth Equities | 20 | 14.47% | — | Apr 1998 | BUFEX vs BUFSX | |
| Buffalo Flexible Income Fund | Large Cap Value Equities | 60 | 9.72% | — | Aug 1994 | BUFEX vs BUFBX | |
| Buffalo International Fund | Foreign Large Cap Equities | 21 | 16.23% | — | Sep 2007 | BUFEX vs BUFIX | |
| Buffalo Discovery Fund | Mid Cap Growth Equities | 1 | -3.30% | — | Apr 2001 | BUFEX vs BUFTX | |
| Buffalo Early Stage Growth Fund | Small Cap Growth Equities | 21 | 15.38% | — | May 2004 | BUFEX vs BUFOX | |
| Buffalo Growth Fund | Large Cap Growth Equities | 9 | 0.85% | — | May 1995 | BUFEX vs BUFGX | |
| Buffalo Dividend Focus Fund | Large Cap Blend Equities | 48 | 10.05% | — | Dec 2012 | BUFEX vs BUFDX | |
| Buffalo Mid Cap Fund | Mid Cap Growth Equities | 1 | -3.23% | — | Dec 2001 | BUFEX vs BUFMX |
Often Compared With BUFEX
Investors most often compare BUFEX with PRITX, PRGTX, AEPGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BUFEX with Any Fund or Stock
Compare BUFEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BUFEX with funds that move differently
Buffalo Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BUFEX.
Explore BUFEX Diversifiers