BUFEX vs. VMVAX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFEX or VMVAX.
Correlation
The correlation between BUFEX and VMVAX is 0.75, 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.
Performance
BUFEX vs. VMVAX - Performance Comparison
Key characteristics
BUFEX:
1.28
VMVAX:
1.54
BUFEX:
1.74
VMVAX:
2.16
BUFEX:
1.24
VMVAX:
1.27
BUFEX:
0.99
VMVAX:
2.03
BUFEX:
6.21
VMVAX:
6.11
BUFEX:
3.46%
VMVAX:
3.01%
BUFEX:
16.81%
VMVAX:
11.96%
BUFEX:
-57.77%
VMVAX:
-43.07%
BUFEX:
-3.34%
VMVAX:
-4.57%
Returns By Period
In the year-to-date period, BUFEX achieves a 2.95% return, which is significantly lower than VMVAX's 3.28% return. Both investments have delivered pretty close results over the past 10 years, with BUFEX having a 9.20% annualized return and VMVAX not far behind at 8.99%.
BUFEX
2.95%
2.95%
9.37%
24.23%
9.39%
9.20%
VMVAX
3.28%
3.28%
6.70%
19.60%
9.86%
8.99%
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BUFEX vs. VMVAX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Risk-Adjusted Performance
BUFEX vs. VMVAX — Risk-Adjusted Performance Rank
BUFEX
VMVAX
BUFEX vs. VMVAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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.
Dividends
BUFEX vs. VMVAX - Dividend Comparison
BUFEX has not paid dividends to shareholders, while VMVAX's dividend yield for the trailing twelve months is around 2.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.05% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% |
Drawdowns
BUFEX vs. VMVAX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -57.77%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for BUFEX and VMVAX. For additional features, visit the drawdowns tool.
Volatility
BUFEX vs. VMVAX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 5.71% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 3.63%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.