BUFDX vs. BUFMX
BUFDX (Buffalo Dividend Focus Fund) and BUFMX (Buffalo Mid Cap Fund) are both mutual funds - BUFDX is a Large Cap Blend Equities fund managed by Buffalo, while BUFMX is a Mid Cap Growth Equities fund managed by Buffalo. Over the past 10 years, BUFDX returned 12.65%/yr vs 7.41%/yr for BUFMX. Their correlation of 0.84 means they have usually moved in the same direction. BUFDX charges 0.93%/yr vs 1.02%/yr for BUFMX.
Performance
BUFDX vs. BUFMX - 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 BUFMX's -6.12% return. Over the past 10 years, BUFDX has outperformed BUFMX with an annualized return of 12.65%, while BUFMX has yielded a comparatively lower 7.41% annualized return.
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%
BUFMX
- 1D
- 2.86%
- 1M
- -4.21%
- 6M
- -4.41%
- YTD
- -6.12%
- 1Y
- -11.44%
- 3Y*
- 1.22%
- 5Y*
- -1.76%
- 10Y*
- 7.41%
- ALL TIME*
- 7.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
BUFMX Buffalo Mid Cap Fund | $0.00 | $0.00 | $0.00 |
BUFDX vs. BUFMX - 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% |
BUFMX Buffalo Mid Cap Fund | -6.12% | -1.68% | 6.73% | 26.92% | -27.89% | 14.39% | 34.24% | 37.96% | -7.29% | 13.59% |
Correlation
The correlation between BUFDX and BUFMX is 0.65, 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. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.84 |
The correlation between BUFDX and BUFMX shifts across timeframes, from 0.65 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BUFDX vs. BUFMX — Risk / Return Rank
BUFDX
BUFMX
BUFDX vs. BUFMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and Buffalo Mid Cap Fund (BUFMX). 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 | BUFMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.23 | ||
| Sortino ratioReturn per unit of downside risk | +3.08 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.88 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | -0.76 | +2.75 |
| Martin ratioReturn relative to average drawdown | 8.48 | -1.52 | +9.99 |
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Drawdowns
BUFDX vs. BUFMX - Drawdown Comparison
The maximum BUFDX drawdown since its inception was -33.11%, smaller than the maximum BUFMX drawdown of -58.44%. Use the drawdown chart below to compare losses from any high point for BUFDX and BUFMX.
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Drawdown Indicators
| BUFDX | BUFMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -58.44% | +25.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -17.71% | +10.05% |
Max Drawdown (3Y)Largest decline over 3 years | -17.71% | -20.29% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -35.58% | +17.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -35.58% | +2.47% |
Current DrawdownCurrent decline from peak | -0.76% | -13.92% | +13.16% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -9.41% | +6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 9.49% | -7.69% |
Volatility
BUFDX vs. BUFMX - Volatility Comparison
The current volatility for Buffalo Dividend Focus Fund (BUFDX) is 2.65%, while Buffalo Mid Cap Fund (BUFMX) has a volatility of 5.84%. This indicates that BUFDX experiences smaller price fluctuations and is considered to be less risky than BUFMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFDX | BUFMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 5.84% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 14.04% | -5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 16.88% | -6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 20.41% | -6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 19.78% | -3.91% |
BUFDX vs. BUFMX - Expense Ratio Comparison
BUFDX has a 0.93% expense ratio, which is lower than BUFMX's 1.02% expense ratio.
Dividends
BUFDX vs. BUFMX - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.43%, less than BUFMX's 10.98% 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% |
BUFMX Buffalo Mid Cap Fund | 10.98% | 10.31% | 6.93% | 5.21% | 5.46% | 11.45% | 6.91% | 8.20% | 4.47% | 25.22% | 8.49% | 13.06% |
Frequently Asked Questions
BUFDX and BUFMX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUFMX has higher volatility (5.84%) compared to BUFDX (2.65%). In terms of maximum drawdown, BUFDX dropped -33.11% vs BUFMX's -58.44%.
BUFDX currently has the higher Sharpe Ratio (1.43 vs -0.80), 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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