BUFEX vs. AMCPX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and American Funds AMCAP Fund Class A (AMCPX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFEX or AMCPX.
Correlation
The correlation between BUFEX and AMCPX is 0.90, 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.
Performance
BUFEX vs. AMCPX - Performance Comparison
Key characteristics
BUFEX:
1.78
AMCPX:
0.98
BUFEX:
2.33
AMCPX:
1.32
BUFEX:
1.33
AMCPX:
1.19
BUFEX:
1.10
AMCPX:
0.70
BUFEX:
9.06
AMCPX:
6.07
BUFEX:
3.17%
AMCPX:
2.55%
BUFEX:
16.15%
AMCPX:
15.73%
BUFEX:
-57.77%
AMCPX:
-52.11%
BUFEX:
-3.10%
AMCPX:
-7.89%
Returns By Period
In the year-to-date period, BUFEX achieves a 28.42% return, which is significantly higher than AMCPX's 15.16% return. Over the past 10 years, BUFEX has outperformed AMCPX with an annualized return of 9.03%, while AMCPX has yielded a comparatively lower 5.13% annualized return.
BUFEX
28.42%
0.29%
5.69%
28.69%
9.70%
9.03%
AMCPX
15.16%
-3.41%
3.51%
15.47%
5.60%
5.13%
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BUFEX vs. AMCPX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Risk-Adjusted Performance
BUFEX vs. AMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and American Funds AMCAP Fund Class A (AMCPX). 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. AMCPX - Dividend Comparison
Neither BUFEX nor AMCPX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Buffalo Large Cap Fund | 0.00% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% | 0.36% |
American Funds AMCAP Fund Class A | 0.00% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% | 8.41% |
Drawdowns
BUFEX vs. AMCPX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -57.77%, which is greater than AMCPX's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for BUFEX and AMCPX. For additional features, visit the drawdowns tool.
Volatility
BUFEX vs. AMCPX - Volatility Comparison
The current volatility for Buffalo Large Cap Fund (BUFEX) is 6.06%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 8.26%. This indicates that BUFEX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.