BUFEX vs. BUFGX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Buffalo Growth Fund (BUFGX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. BUFGX is managed by Buffalo. It was launched on May 19, 1995.
Performance
BUFEX vs. BUFGX - Performance Comparison
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BUFEX vs. BUFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | -10.76% | 16.27% | 28.86% | 40.39% | -28.64% | 25.55% | 28.08% | 31.76% | -1.60% | 24.86% |
BUFGX Buffalo Growth Fund | -15.63% | 13.95% | 25.13% | 42.67% | -31.19% | 21.52% | 28.29% | 31.89% | 0.69% | 22.76% |
Returns By Period
In the year-to-date period, BUFEX achieves a -10.76% return, which is significantly higher than BUFGX's -15.63% return. Over the past 10 years, BUFEX has outperformed BUFGX with an annualized return of 13.92%, while BUFGX has yielded a comparatively lower 11.43% annualized return.
BUFEX
- 1D
- -0.55%
- 1M
- -8.35%
- YTD
- -10.76%
- 6M
- -10.00%
- 1Y
- 13.08%
- 3Y*
- 18.20%
- 5Y*
- 10.25%
- 10Y*
- 13.92%
BUFGX
- 1D
- 0.25%
- 1M
- -8.36%
- YTD
- -15.63%
- 6M
- -13.92%
- 1Y
- 5.56%
- 3Y*
- 14.20%
- 5Y*
- 7.32%
- 10Y*
- 11.43%
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BUFEX vs. BUFGX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than BUFGX's 0.92% expense ratio.
Return for Risk
BUFEX vs. BUFGX — Risk / Return Rank
BUFEX
BUFGX
BUFEX vs. BUFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Buffalo Growth Fund (BUFGX). 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.
| BUFEX | BUFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.26 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.54 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.07 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.16 | +0.60 |
Martin ratioReturn relative to average drawdown | 2.69 | 0.57 | +2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUFEX | BUFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.26 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.34 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.56 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.51 | +0.02 |
Correlation
The correlation between BUFEX and BUFGX is 0.93, 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.
Dividends
BUFEX vs. BUFGX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 7.56%, more than BUFGX's 7.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 7.56% | 6.75% | 3.65% | 0.03% | 3.07% | 25.69% | 0.14% | 1.42% | 6.00% | 5.33% | 0.00% | 6.83% |
BUFGX Buffalo Growth Fund | 7.25% | 6.12% | 8.55% | 5.55% | 4.77% | 9.90% | 4.97% | 13.60% | 34.64% | 20.49% | 0.00% | 18.46% |
Drawdowns
BUFEX vs. BUFGX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -54.12%, which is greater than BUFGX's maximum drawdown of -50.17%. Use the drawdown chart below to compare losses from any high point for BUFEX and BUFGX.
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Drawdown Indicators
| BUFEX | BUFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -50.17% | -3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -17.63% | +3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -35.68% | +3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -35.68% | +3.14% |
Current DrawdownCurrent decline from peak | -13.76% | -17.42% | +3.66% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -9.00% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 4.90% | -1.03% |
Volatility
BUFEX vs. BUFGX - Volatility Comparison
The current volatility for Buffalo Large Cap Fund (BUFEX) is 5.05%, while Buffalo Growth Fund (BUFGX) has a volatility of 5.36%. This indicates that BUFEX experiences smaller price fluctuations and is considered to be less risky than BUFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFEX | BUFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 5.36% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 11.38% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 21.59% | -1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 21.32% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 20.63% | -1.21% |