BUFEX vs. AEPGX

In the year-to-date period, BUFEX achieves a -0.98% return, which is significantly lower than AEPGX's 11.17% return. Over the past 10 years, BUFEX has outperformed AEPGX with an annualized return of 13.44%, while AEPGX has yielded a comparatively lower 2.67% annualized return.

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BUFEX has a 0.93% expense ratio, which is higher than AEPGX's 0.80% expense ratio.

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.

The current BUFEX Sharpe Ratio is 0.47, which is higher than the AEPGX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of BUFEX and AEPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BUFEX has not paid dividends to shareholders, while AEPGX's dividend yield for the trailing twelve months is around 1.08%.

The maximum BUFEX drawdown since its inception was -53.78%, roughly equal to the maximum AEPGX drawdown of -52.41%. Use the drawdown chart below to compare losses from any high point for BUFEX and AEPGX. For additional features, visit the drawdowns tool.

Buffalo Large Cap Fund (BUFEX) has a higher volatility of 5.16% compared to American Funds EuroPacific Growth Fund Class A (AEPGX) at 2.99%. 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.