BUFEX vs. SWLGX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
BUFEX vs. SWLGX - Performance Comparison
Loading graphics...
BUFEX vs. SWLGX - 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% | -0.62% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, BUFEX achieves a -10.76% return, which is significantly higher than SWLGX's -13.06% 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%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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. SWLGX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
BUFEX vs. SWLGX — Risk / Return Rank
BUFEX
SWLGX
BUFEX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.66 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.10 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.72 | +0.04 |
Martin ratioReturn relative to average drawdown | 2.69 | 2.51 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BUFEX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.66 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.56 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.68 | -0.15 |
Correlation
The correlation between BUFEX and SWLGX is 0.98, 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. SWLGX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 7.56%, more than SWLGX's 0.52% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFEX vs. SWLGX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -54.12%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for BUFEX and SWLGX.
Loading graphics...
Drawdown Indicators
| BUFEX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -32.69% | -21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -16.16% | +2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -32.69% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | — | — |
Current DrawdownCurrent decline from peak | -13.76% | -16.16% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -7.13% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 4.62% | -0.75% |
Volatility
BUFEX vs. SWLGX - Volatility Comparison
The current volatility for Buffalo Large Cap Fund (BUFEX) is 5.05%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that BUFEX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUFEX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 5.38% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 11.82% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 22.31% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 21.47% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 22.78% | -3.36% |