BUFEX vs. AMCPX

In the year-to-date period, BUFEX achieves a -8.00% return, which is significantly lower than AMCPX's -5.92% return. Over the past 10 years, BUFEX has outperformed AMCPX with an annualized return of 7.17%, while AMCPX has yielded a comparatively lower 3.87% annualized return.

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BUFEX has a 0.93% expense ratio, which is higher than AMCPX's 0.65% expense ratio.

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.

The current BUFEX Sharpe Ratio is 0.22, which is higher than the AMCPX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of BUFEX and AMCPX, 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 AMCPX's dividend yield for the trailing twelve months is around 0.41%.

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.

Buffalo Large Cap Fund (BUFEX) has a higher volatility of 15.17% compared to American Funds AMCAP Fund Class A (AMCPX) at 14.33%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.