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.
Key characteristics
| BUFEX | VMVAX | |
|---|---|---|
| YTD Return | 22.98% | 17.36% |
| 1Y Return | 34.02% | 30.69% |
| 3Y Return (Ann) | -2.04% | 6.32% |
| 5Y Return (Ann) | 9.72% | 10.19% |
| 10Y Return (Ann) | 7.96% | 9.10% |
| Sharpe Ratio | 2.38 | 2.49 |
| Sortino Ratio | 3.11 | 3.52 |
| Omega Ratio | 1.44 | 1.44 |
| Calmar Ratio | 1.17 | 2.31 |
| Martin Ratio | 11.95 | 15.40 |
| Ulcer Index | 3.01% | 1.93% |
| Daily Std Dev | 15.13% | 11.95% |
| Max Drawdown | -57.77% | -43.07% |
| Current Drawdown | -6.69% | -1.82% |
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
In the year-to-date period, BUFEX achieves a 22.98% return, which is significantly higher than VMVAX's 17.36% return. Over the past 10 years, BUFEX has underperformed VMVAX with an annualized return of 7.96%, while VMVAX has yielded a comparatively higher 9.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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's dividend yield for the trailing twelve months is around 0.02%, less than VMVAX's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 0.02% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% | 0.36% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% | 1.54% |
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 3.94% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 2.87%. 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.