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.
Performance
BUFEX vs. VMVAX - Performance Comparison
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BUFEX vs. VMVAX - 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% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.88% | 12.06% | 13.63% | 10.12% | -7.89% | 28.77% | 2.45% | 28.03% | -12.44% | 17.04% |
Returns By Period
In the year-to-date period, BUFEX achieves a -10.76% return, which is significantly lower than VMVAX's 2.88% return. Over the past 10 years, BUFEX has outperformed VMVAX with an annualized return of 13.92%, while VMVAX has yielded a comparatively lower 10.02% 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%
VMVAX
- 1D
- -0.35%
- 1M
- -6.11%
- YTD
- 2.88%
- 6M
- 5.05%
- 1Y
- 15.40%
- 3Y*
- 13.14%
- 5Y*
- 8.52%
- 10Y*
- 10.02%
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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.
Return for Risk
BUFEX vs. VMVAX — Risk / Return Rank
BUFEX
VMVAX
BUFEX vs. VMVAX - Risk-Adjusted Trends 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.
| BUFEX | VMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.02 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.49 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.21 | -0.45 |
Martin ratioReturn relative to average drawdown | 2.69 | 5.68 | -2.99 |
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 | VMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.02 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.54 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.67 | -0.14 |
Correlation
The correlation between BUFEX and VMVAX is 0.73, 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. VMVAX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 7.56%, more than VMVAX's 2.02% 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% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.02% | 2.10% | 2.11% | 2.26% | 2.27% | 1.78% | 2.36% | 2.08% | 2.75% | 1.86% | 1.91% | 2.04% |
Drawdowns
BUFEX vs. VMVAX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -54.12%, 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.
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Drawdown Indicators
| BUFEX | VMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -43.07% | -11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -12.42% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -19.75% | -12.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -43.07% | +10.53% |
Current DrawdownCurrent decline from peak | -13.76% | -6.19% | -7.57% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -4.41% | -4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 2.65% | +1.22% |
Volatility
BUFEX vs. VMVAX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 5.05% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 3.82%. 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.
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Volatility by Period
| BUFEX | VMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 3.82% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 8.62% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 16.33% | +3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 16.08% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 18.80% | +0.62% |