BUFBX vs. TWEIX
Compare and contrast key facts about Buffalo Flexible Income Fund (BUFBX) and American Century Equity Income Fund (TWEIX).
BUFBX is managed by Buffalo. It was launched on Aug 12, 1994. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
BUFBX vs. TWEIX - Performance Comparison
Loading graphics...
BUFBX vs. TWEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFBX Buffalo Flexible Income Fund | 7.60% | 10.37% | 10.26% | 7.42% | 3.97% | 29.97% | -2.27% | 18.76% | -7.01% | 13.20% |
TWEIX American Century Equity Income Fund | 3.53% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, BUFBX achieves a 7.60% return, which is significantly higher than TWEIX's 3.53% return. Over the past 10 years, BUFBX has outperformed TWEIX with an annualized return of 9.68%, while TWEIX has yielded a comparatively lower 8.76% annualized return.
BUFBX
- 1D
- 0.46%
- 1M
- -0.86%
- YTD
- 7.60%
- 6M
- 8.52%
- 1Y
- 13.19%
- 3Y*
- 12.40%
- 5Y*
- 11.45%
- 10Y*
- 9.68%
TWEIX
- 1D
- 0.92%
- 1M
- -4.70%
- YTD
- 3.53%
- 6M
- 5.61%
- 1Y
- 11.13%
- 3Y*
- 9.80%
- 5Y*
- 7.37%
- 10Y*
- 8.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFBX vs. TWEIX - Expense Ratio Comparison
BUFBX has a 1.01% expense ratio, which is higher than TWEIX's 0.94% expense ratio.
Return for Risk
BUFBX vs. TWEIX — Risk / Return Rank
BUFBX
TWEIX
BUFBX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Flexible Income Fund (BUFBX) and American Century Equity Income Fund (TWEIX). 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.
| BUFBX | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.92 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.35 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.27 | -0.06 |
Martin ratioReturn relative to average drawdown | 5.80 | 4.91 | +0.89 |
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
| BUFBX | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.92 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.69 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.66 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.75 | -0.17 |
Correlation
The correlation between BUFBX and TWEIX is 0.82, 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
BUFBX vs. TWEIX - Dividend Comparison
BUFBX's dividend yield for the trailing twelve months is around 8.47%, less than TWEIX's 10.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFBX Buffalo Flexible Income Fund | 8.47% | 9.10% | 3.77% | 3.48% | 4.16% | 5.57% | 3.33% | 2.73% | 6.01% | 5.49% | 2.39% | 3.67% |
TWEIX American Century Equity Income Fund | 10.02% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
BUFBX vs. TWEIX - Drawdown Comparison
The maximum BUFBX drawdown since its inception was -39.78%, roughly equal to the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for BUFBX and TWEIX.
Loading graphics...
Drawdown Indicators
| BUFBX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.78% | -39.30% | -0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -8.86% | -2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -14.67% | -13.69% | -0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -32.82% | -2.69% |
Current DrawdownCurrent decline from peak | -0.86% | -4.90% | +4.04% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -4.17% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.35% | +0.06% |
Volatility
BUFBX vs. TWEIX - Volatility Comparison
The current volatility for Buffalo Flexible Income Fund (BUFBX) is 2.13%, while American Century Equity Income Fund (TWEIX) has a volatility of 3.04%. This indicates that BUFBX experiences smaller price fluctuations and is considered to be less risky than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUFBX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.13% | 3.04% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 6.66% | 6.12% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 11.60% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.40% | 10.71% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.58% | 13.35% | +2.23% |