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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.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
10.35%
6.77%
BUFEX
AMCPX

Key characteristics

Sharpe Ratio

BUFEX:

1.53

AMCPX:

1.00

Sortino Ratio

BUFEX:

2.04

AMCPX:

1.34

Omega Ratio

BUFEX:

1.28

AMCPX:

1.19

Calmar Ratio

BUFEX:

1.15

AMCPX:

0.83

Martin Ratio

BUFEX:

7.33

AMCPX:

4.64

Ulcer Index

BUFEX:

3.42%

AMCPX:

3.37%

Daily Std Dev

BUFEX:

16.44%

AMCPX:

15.70%

Max Drawdown

BUFEX:

-57.77%

AMCPX:

-52.11%

Current Drawdown

BUFEX:

-2.07%

AMCPX:

-5.86%

Returns By Period

In the year-to-date period, BUFEX achieves a 4.30% return, which is significantly lower than AMCPX's 4.66% return. Over the past 10 years, BUFEX has outperformed AMCPX with an annualized return of 9.49%, while AMCPX has yielded a comparatively lower 5.63% annualized return.


BUFEX

YTD

4.30%

1M

1.17%

6M

10.39%

1Y

24.39%

5Y*

9.67%

10Y*

9.49%

AMCPX

YTD

4.66%

1M

1.89%

6M

6.82%

1Y

14.86%

5Y*

6.05%

10Y*

5.63%

*Annualized

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 Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUFEX
The Risk-Adjusted Performance Rank of BUFEX is 7171
Overall Rank
The Sharpe Ratio Rank of BUFEX is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFEX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of BUFEX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BUFEX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of BUFEX is 7373
Martin Ratio Rank

AMCPX
The Risk-Adjusted Performance Rank of AMCPX is 4949
Overall Rank
The Sharpe Ratio Rank of AMCPX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of AMCPX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of AMCPX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of AMCPX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of AMCPX is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 1.53, compared to the broader market-1.000.001.002.003.004.001.531.00
The chart of Sortino ratio for BUFEX, currently valued at 2.04, compared to the broader market0.005.0010.002.041.34
The chart of Omega ratio for BUFEX, currently valued at 1.28, compared to the broader market1.002.003.004.001.281.19
The chart of Calmar ratio for BUFEX, currently valued at 1.15, compared to the broader market0.005.0010.0015.0020.001.150.83
The chart of Martin ratio for BUFEX, currently valued at 7.33, compared to the broader market0.0020.0040.0060.0080.007.334.64
BUFEX
AMCPX

The current BUFEX Sharpe Ratio is 1.53, which is higher than the AMCPX Sharpe Ratio of 1.00. 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 Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.53
1.00
BUFEX
AMCPX

Dividends

BUFEX vs. AMCPX - Dividend Comparison

BUFEX has not paid dividends to shareholders, while AMCPX's dividend yield for the trailing twelve months is around 0.37%.


TTM20242023202220212020201920182017201620152014
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%
AMCPX
American Funds AMCAP Fund Class A
0.37%0.39%0.57%0.00%0.00%0.19%0.53%0.64%0.41%0.44%3.70%3.29%

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%AugustSeptemberOctoberNovemberDecember2025
-2.07%
-5.86%
BUFEX
AMCPX

Volatility

BUFEX vs. AMCPX - Volatility Comparison

Buffalo Large Cap Fund (BUFEX) has a higher volatility of 4.67% compared to American Funds AMCAP Fund Class A (AMCPX) at 3.85%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
4.67%
3.85%
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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