BUFDX vs. BUFGX
BUFDX (Buffalo Dividend Focus Fund) and BUFGX (Buffalo Growth Fund) are both mutual funds - BUFDX is a Large Cap Blend Equities fund managed by Buffalo, while BUFGX is a Large Cap Growth Equities fund managed by Buffalo. Over the past 10 years, BUFDX returned 12.65%/yr vs 12.44%/yr for BUFGX. Their correlation of 0.85 means they have usually moved in the same direction. BUFDX charges 0.93%/yr vs 0.92%/yr for BUFGX.
Performance
BUFDX vs. BUFGX - Performance Comparison
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Returns By Period
In the year-to-date period, BUFDX achieves a 9.96% return, which is significantly higher than BUFGX's -3.07% return. Both investments have delivered pretty close results over the past 10 years, with BUFDX having a 12.65% annualized return and BUFGX not far behind at 12.44%.
BUFDX
- 1D
- 0.19%
- 1M
- 1.21%
- 6M
- 7.33%
- YTD
- 9.96%
- 1Y
- 16.82%
- 3Y*
- 14.89%
- 5Y*
- 10.67%
- 10Y*
- 12.65%
- ALL TIME*
- 12.96%
BUFGX
- 1D
- 2.51%
- 1M
- -1.31%
- 6M
- -1.57%
- YTD
- -3.07%
- 1Y
- 4.31%
- 3Y*
- 12.99%
- 5Y*
- 7.19%
- 10Y*
- 12.44%
- ALL TIME*
- 10.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
BUFGX Buffalo Growth Fund | $0.00 | $0.00 | $0.00 |
BUFDX vs. BUFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFDX Buffalo Dividend Focus Fund | 9.96% | 8.39% | 20.13% | 20.07% | -8.77% | 20.95% | 16.62% | 27.67% | -5.06% | 17.64% |
BUFGX Buffalo Growth Fund | -3.07% | 13.95% | 25.13% | 42.67% | -31.19% | 21.52% | 28.29% | 31.89% | 0.69% | 22.76% |
Correlation
The correlation between BUFDX and BUFGX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
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 Jan 2, 2013 | 0.85 |
Over the past year, the correlation between BUFDX and BUFGX has dropped to 0.64 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
BUFDX vs. BUFGX — Risk / Return Rank
BUFDX
BUFGX
BUFDX vs. BUFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and Buffalo Growth Fund (BUFGX). 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.
| BUFDX | BUFGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.28 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.04 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 0.14 | +1.85 |
| Martin ratioReturn relative to average drawdown | 8.48 | 0.44 | +8.03 |
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Drawdowns
BUFDX vs. BUFGX - Drawdown Comparison
The maximum BUFDX drawdown since its inception was -33.11%, smaller than the maximum BUFGX drawdown of -50.17%. Use the drawdown chart below to compare losses from any high point for BUFDX and BUFGX.
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Drawdown Indicators
| BUFDX | BUFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -50.17% | +17.06% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -17.63% | +9.97% |
Max Drawdown (3Y)Largest decline over 3 years | -17.71% | -21.93% | +4.22% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -35.68% | +17.97% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -35.68% | +2.57% |
Current DrawdownCurrent decline from peak | -0.76% | -5.94% | +5.18% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -8.95% | +5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 5.63% | -3.83% |
Volatility
BUFDX vs. BUFGX - Volatility Comparison
The current volatility for Buffalo Dividend Focus Fund (BUFDX) is 2.65%, while Buffalo Growth Fund (BUFGX) has a volatility of 4.78%. This indicates that BUFDX experiences smaller price fluctuations and is considered to be less risky than BUFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFDX | BUFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 4.78% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 13.23% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 16.47% | -5.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 21.57% | -7.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 20.78% | -4.91% |
BUFDX vs. BUFGX - Expense Ratio Comparison
BUFDX has a 0.93% expense ratio, which is higher than BUFGX's 0.92% expense ratio.
Dividends
BUFDX vs. BUFGX - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.43%, less than BUFGX's 6.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFDX Buffalo Dividend Focus Fund | 1.43% | 1.23% | 1.26% | 1.95% | 2.61% | 1.72% | 0.46% | 1.09% | 5.20% | 1.76% | 0.96% | 3.23% |
BUFGX Buffalo Growth Fund | 6.31% | 6.12% | 8.55% | 5.55% | 4.77% | 9.90% | 4.97% | 13.60% | 34.64% | 20.49% | 0.00% | 18.46% |
Frequently Asked Questions
BUFDX and BUFGX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUFGX has higher volatility (4.78%) compared to BUFDX (2.65%). In terms of maximum drawdown, BUFDX dropped -33.11% vs BUFGX's -50.17%.
BUFDX currently has the higher Sharpe Ratio (1.43 vs 0.15), 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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