BUFEX vs. AEPGX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFEX or AEPGX.
Correlation
The correlation between BUFEX and AEPGX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BUFEX vs. AEPGX - Performance Comparison
Key characteristics
BUFEX:
1.53
AEPGX:
0.50
BUFEX:
2.04
AEPGX:
0.76
BUFEX:
1.28
AEPGX:
1.10
BUFEX:
1.15
AEPGX:
0.27
BUFEX:
7.33
AEPGX:
1.53
BUFEX:
3.42%
AEPGX:
4.38%
BUFEX:
16.44%
AEPGX:
13.26%
BUFEX:
-57.77%
AEPGX:
-52.42%
BUFEX:
-2.07%
AEPGX:
-20.11%
Returns By Period
In the year-to-date period, BUFEX achieves a 4.30% return, which is significantly lower than AEPGX's 5.55% return. Over the past 10 years, BUFEX has outperformed AEPGX with an annualized return of 9.36%, while AEPGX has yielded a comparatively lower 2.75% annualized return.
BUFEX
4.30%
1.06%
10.39%
24.17%
9.34%
9.36%
AEPGX
5.55%
4.36%
0.31%
5.20%
1.37%
2.75%
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BUFEX vs. AEPGX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than AEPGX's 0.80% expense ratio.
Risk-Adjusted Performance
BUFEX vs. AEPGX — Risk-Adjusted Performance Rank
BUFEX
AEPGX
BUFEX vs. AEPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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.
Dividends
BUFEX vs. AEPGX - Dividend Comparison
BUFEX has not paid dividends to shareholders, while AEPGX's dividend yield for the trailing twelve months is around 1.14%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% |
AEPGX American Funds EuroPacific Growth Fund Class A | 1.14% | 1.20% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 2.75% |
Drawdowns
BUFEX vs. AEPGX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -57.77%, which is greater than AEPGX's maximum drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for BUFEX and AEPGX. For additional features, visit the drawdowns tool.
Volatility
BUFEX vs. AEPGX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 4.67% compared to American Funds EuroPacific Growth Fund Class A (AEPGX) at 3.08%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.