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BUFEX vs. VMVAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFEX and VMVAX is 0.74, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

BUFEX vs. VMVAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Large Cap Fund (BUFEX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%NovemberDecember2025FebruaryMarchApril
-10.25%
-14.16%
BUFEX
VMVAX

Key characteristics

Sharpe Ratio

BUFEX:

0.03

VMVAX:

-0.39

Sortino Ratio

BUFEX:

0.20

VMVAX:

-0.42

Omega Ratio

BUFEX:

1.03

VMVAX:

0.94

Calmar Ratio

BUFEX:

0.03

VMVAX:

-0.31

Martin Ratio

BUFEX:

0.12

VMVAX:

-1.20

Ulcer Index

BUFEX:

5.80%

VMVAX:

4.66%

Daily Std Dev

BUFEX:

22.02%

VMVAX:

14.37%

Max Drawdown

BUFEX:

-57.77%

VMVAX:

-43.07%

Current Drawdown

BUFEX:

-14.75%

VMVAX:

-18.40%

Returns By Period

In the year-to-date period, BUFEX achieves a -9.21% return, which is significantly higher than VMVAX's -11.68% return. Both investments have delivered pretty close results over the past 10 years, with BUFEX having a 6.90% annualized return and VMVAX not far behind at 6.73%.


BUFEX

YTD

-9.21%

1M

-1.78%

6M

-9.89%

1Y

0.70%

5Y*

9.30%

10Y*

6.90%

VMVAX

YTD

-11.68%

1M

-11.14%

6M

-13.73%

1Y

-5.80%

5Y*

11.93%

10Y*

6.73%

*Annualized

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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.


Expense ratio chart for BUFEX: current value is 0.93%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BUFEX: 0.93%
Expense ratio chart for VMVAX: current value is 0.07%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VMVAX: 0.07%

Risk-Adjusted Performance

BUFEX vs. VMVAX — 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 6363
Overall Rank
The Sharpe Ratio Rank of BUFEX is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFEX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of BUFEX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of BUFEX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of BUFEX is 6262
Martin Ratio Rank

VMVAX
The Risk-Adjusted Performance Rank of VMVAX is 4141
Overall Rank
The Sharpe Ratio Rank of VMVAX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of VMVAX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of VMVAX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of VMVAX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of VMVAX is 4343
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. 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.


The chart of Sharpe ratio for BUFEX, currently valued at 0.03, compared to the broader market-1.000.001.002.003.00
BUFEX: 0.03
VMVAX: -0.39
The chart of Sortino ratio for BUFEX, currently valued at 0.20, compared to the broader market-2.000.002.004.006.008.00
BUFEX: 0.20
VMVAX: -0.42
The chart of Omega ratio for BUFEX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
BUFEX: 1.03
VMVAX: 0.94
The chart of Calmar ratio for BUFEX, currently valued at 0.03, compared to the broader market0.002.004.006.008.0010.00
BUFEX: 0.03
VMVAX: -0.31
The chart of Martin ratio for BUFEX, currently valued at 0.12, compared to the broader market0.0010.0020.0030.0040.0050.00
BUFEX: 0.12
VMVAX: -1.20

The current BUFEX Sharpe Ratio is 0.03, which is higher than the VMVAX Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of BUFEX and VMVAX, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.03
-0.39
BUFEX
VMVAX

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 2.63%.


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%
VMVAX
Vanguard Mid-Cap Value Index Fund Admiral Shares
2.63%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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.75%
-18.40%
BUFEX
VMVAX

Volatility

BUFEX vs. VMVAX - Volatility Comparison

Buffalo Large Cap Fund (BUFEX) has a higher volatility of 14.21% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 8.44%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.21%
8.44%
BUFEX
VMVAX