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BUFEX vs. AMCPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

BUFEX vs. AMCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Large Cap Fund (BUFEX) and American Funds AMCAP Fund Class A (AMCPX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.41%
3.37%
BUFEX
AMCPX

Key characteristics

Sharpe Ratio

BUFEX:

1.78

AMCPX:

0.98

Sortino Ratio

BUFEX:

2.33

AMCPX:

1.32

Omega Ratio

BUFEX:

1.33

AMCPX:

1.19

Calmar Ratio

BUFEX:

1.10

AMCPX:

0.70

Martin Ratio

BUFEX:

9.06

AMCPX:

6.07

Ulcer Index

BUFEX:

3.17%

AMCPX:

2.55%

Daily Std Dev

BUFEX:

16.15%

AMCPX:

15.73%

Max Drawdown

BUFEX:

-57.77%

AMCPX:

-52.11%

Current Drawdown

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

YTD

28.42%

1M

0.29%

6M

5.69%

1Y

28.69%

5Y*

9.70%

10Y*

9.03%

AMCPX

YTD

15.16%

1M

-3.41%

6M

3.51%

1Y

15.47%

5Y*

5.60%

10Y*

5.13%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUFEX vs. AMCPX - Expense Ratio Comparison

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


BUFEX
Buffalo Large Cap Fund
Expense ratio chart for BUFEX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%
Expense ratio chart for AMCPX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

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.


Sharpe ratio
The chart of Sharpe ratio for BUFEX, currently valued at 1.78, compared to the broader market-1.000.001.002.003.004.001.780.98
The chart of Sortino ratio for BUFEX, currently valued at 2.33, compared to the broader market-2.000.002.004.006.008.0010.002.331.32
The chart of Omega ratio for BUFEX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.003.501.331.19
The chart of Calmar ratio for BUFEX, currently valued at 1.10, compared to the broader market0.002.004.006.008.0010.0012.0014.001.100.70
The chart of Martin ratio for BUFEX, currently valued at 9.06, compared to the broader market0.0020.0040.0060.009.066.07
BUFEX
AMCPX

The current BUFEX Sharpe Ratio is 1.78, which is higher than the AMCPX Sharpe Ratio of 0.98. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.78
0.98
BUFEX
AMCPX

Dividends

BUFEX vs. AMCPX - Dividend Comparison

Neither BUFEX nor AMCPX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BUFEX
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%
AMCPX
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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.10%
-7.89%
BUFEX
AMCPX

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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.06%
8.26%
BUFEX
AMCPX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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