BUFBX vs. SAIFX
BUFBX (Buffalo Flexible Income Fund) and SAIFX (ClearBridge Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, BUFBX returned 9.83%/yr vs 10.95%/yr for SAIFX. Their correlation of 0.83 means they have usually moved in the same direction. BUFBX charges 1.01%/yr vs 0.56%/yr for SAIFX.
Performance
BUFBX vs. SAIFX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with BUFBX having a 14.75% return and SAIFX slightly higher at 14.76%. Over the past 10 years, BUFBX has underperformed SAIFX with an annualized return of 9.83%, while SAIFX has yielded a comparatively higher 10.95% annualized return.
BUFBX
- 1D
- 0.00%
- 1M
- 3.93%
- 6M
- 9.24%
- YTD
- 14.75%
- 1Y
- 20.23%
- 3Y*
- 13.29%
- 5Y*
- 11.71%
- 10Y*
- 9.83%
- ALL TIME*
- 7.89%
SAIFX
- 1D
- 0.77%
- 1M
- 1.30%
- 6M
- 8.82%
- YTD
- 14.76%
- 1Y
- 23.52%
- 3Y*
- 13.57%
- 5Y*
- 9.52%
- 10Y*
- 10.95%
- ALL TIME*
- 13.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BUFBX vs. SAIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFBX Buffalo Flexible Income Fund | 14.75% | 10.37% | 10.26% | 7.42% | 3.97% | 29.97% | -2.27% | 18.76% | -7.01% | 13.20% |
SAIFX ClearBridge Large Cap Value Fund | 14.76% | 10.57% | 8.54% | 15.07% | -6.41% | 25.88% | 5.93% | 28.68% | -8.78% | 14.44% |
Correlation
The correlation between BUFBX and SAIFX is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Aug 12, 1994 | 0.83 |
Over the past year, the correlation between BUFBX and SAIFX has dropped to 0.50 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
BUFBX vs. SAIFX — Risk / Return Rank
BUFBX
SAIFX
BUFBX vs. SAIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Flexible Income Fund (BUFBX) and ClearBridge Large Cap Value Fund (SAIFX). 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.
| BUFBX | SAIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.45 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.76 | 3.52 | +1.24 |
| Martin ratioReturn relative to average drawdown | 15.37 | 14.34 | +1.03 |
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Drawdowns
BUFBX vs. SAIFX - Drawdown Comparison
The maximum BUFBX drawdown since its inception was -39.78%, smaller than the maximum SAIFX drawdown of -53.58%. Use the drawdown chart below to compare losses from any high point for BUFBX and SAIFX.
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Drawdown Indicators
| BUFBX | SAIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.78% | -53.58% | +13.80% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -7.11% | +2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -12.85% | -17.65% | +4.80% |
Max Drawdown (5Y)Largest decline over 5 years | -14.67% | -19.79% | +5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -35.51% | 0.00% |
Current DrawdownCurrent decline from peak | 0.00% | -0.09% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -6.71% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 1.74% | -0.36% |
Volatility
BUFBX vs. SAIFX - Volatility Comparison
Buffalo Flexible Income Fund (BUFBX) has a higher volatility of 3.55% compared to ClearBridge Large Cap Value Fund (SAIFX) at 2.68%. This indicates that BUFBX's price experiences larger fluctuations and is considered to be riskier than SAIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFBX | SAIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 2.68% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 7.37% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.76% | 10.17% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.46% | 15.51% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.61% | 17.29% | -1.68% |
BUFBX vs. SAIFX - Expense Ratio Comparison
BUFBX has a 1.01% expense ratio, which is higher than SAIFX's 0.56% expense ratio.
Dividends
BUFBX vs. SAIFX - Dividend Comparison
BUFBX's dividend yield for the trailing twelve months is around 7.94%, less than SAIFX's 10.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFBX Buffalo Flexible Income Fund | 7.94% | 9.10% | 3.77% | 3.48% | 4.16% | 5.57% | 3.33% | 2.73% | 6.01% | 5.49% | 2.39% | 3.67% |
SAIFX ClearBridge Large Cap Value Fund | 10.38% | 11.93% | 11.70% | 3.18% | 1.50% | 5.09% | 8.07% | 6.56% | 8.25% | 2.81% | 2.29% | 3.83% |
Frequently Asked Questions
BUFBX and SAIFX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUFBX has higher volatility (3.55%) compared to SAIFX (2.68%). In terms of maximum drawdown, BUFBX dropped -39.78% vs SAIFX's -53.58%.
SAIFX currently has the higher Sharpe Ratio (2.47 vs 2.17), 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.
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