BUFEX vs. VSGAX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. VSGAX 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 VSGAX.
Key characteristics
| BUFEX | VSGAX | |
|---|---|---|
| YTD Return | 22.98% | 13.79% |
| 1Y Return | 34.02% | 33.51% |
| 3Y Return (Ann) | -2.04% | -2.85% |
| 5Y Return (Ann) | 9.72% | 8.52% |
| 10Y Return (Ann) | 7.96% | 9.03% |
| Sharpe Ratio | 2.38 | 1.71 |
| Sortino Ratio | 3.11 | 2.40 |
| Omega Ratio | 1.44 | 1.29 |
| Calmar Ratio | 1.17 | 0.97 |
| Martin Ratio | 11.95 | 8.83 |
| Ulcer Index | 3.01% | 3.62% |
| Daily Std Dev | 15.13% | 18.72% |
| Max Drawdown | -57.77% | -38.70% |
| Current Drawdown | -6.69% | -8.73% |
Correlation
The correlation between BUFEX and VSGAX is 0.84, 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. VSGAX - Performance Comparison
In the year-to-date period, BUFEX achieves a 22.98% return, which is significantly higher than VSGAX's 13.79% return. Over the past 10 years, BUFEX has underperformed VSGAX with an annualized return of 7.96%, while VSGAX has yielded a comparatively higher 9.03% 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. VSGAX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Risk-Adjusted Performance
BUFEX vs. VSGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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. VSGAX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 0.02%, less than VSGAX's 0.63% 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% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.63% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
BUFEX vs. VSGAX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -57.77%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for BUFEX and VSGAX. For additional features, visit the drawdowns tool.
Volatility
BUFEX vs. VSGAX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) have volatilities of 3.94% and 3.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.