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

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.


-0.50.00.51.00.8

Performance

BUFEX vs. VSGAX - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
7.00%
11.79%
BUFEX
VSGAX

Key characteristics

Sharpe Ratio

BUFEX:

1.25

VSGAX:

1.26

Sortino Ratio

BUFEX:

1.69

VSGAX:

1.76

Omega Ratio

BUFEX:

1.23

VSGAX:

1.22

Calmar Ratio

BUFEX:

0.96

VSGAX:

1.06

Martin Ratio

BUFEX:

6.05

VSGAX:

5.93

Ulcer Index

BUFEX:

3.44%

VSGAX:

3.95%

Daily Std Dev

BUFEX:

16.76%

VSGAX:

18.62%

Max Drawdown

BUFEX:

-57.77%

VSGAX:

-38.70%

Current Drawdown

BUFEX:

-5.04%

VSGAX:

-4.66%

Returns By Period

In the year-to-date period, BUFEX achieves a 1.13% return, which is significantly lower than VSGAX's 3.40% return. Over the past 10 years, BUFEX has underperformed VSGAX with an annualized return of 9.11%, while VSGAX has yielded a comparatively higher 9.57% annualized return.


BUFEX

YTD

1.13%

1M

-0.66%

6M

7.00%

1Y

20.61%

5Y*

8.72%

10Y*

9.11%

VSGAX

YTD

3.40%

1M

2.17%

6M

11.79%

1Y

22.81%

5Y*

8.06%

10Y*

9.57%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUFEX vs. VSGAX - Expense Ratio Comparison

BUFEX has a 0.93% expense ratio, which is higher than VSGAX's 0.07% expense ratio.


BUFEX
Buffalo Large Cap Fund
Expense ratio chart for BUFEX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%
Expense ratio chart for VSGAX: current value at 0.07% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.07%

Risk-Adjusted Performance

BUFEX vs. VSGAX — 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 6060
Overall Rank
The Sharpe Ratio Rank of BUFEX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFEX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of BUFEX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of BUFEX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of BUFEX is 6565
Martin Ratio Rank

VSGAX
The Risk-Adjusted Performance Rank of VSGAX is 6363
Overall Rank
The Sharpe Ratio Rank of VSGAX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of VSGAX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VSGAX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of VSGAX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VSGAX is 6666
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. 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.


Sharpe ratio
The chart of Sharpe ratio for BUFEX, currently valued at 1.25, compared to the broader market-1.000.001.002.003.004.001.251.26
The chart of Sortino ratio for BUFEX, currently valued at 1.69, compared to the broader market0.005.0010.001.691.76
The chart of Omega ratio for BUFEX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.22
The chart of Calmar ratio for BUFEX, currently valued at 0.96, compared to the broader market0.005.0010.0015.0020.000.961.06
The chart of Martin ratio for BUFEX, currently valued at 6.05, compared to the broader market0.0020.0040.0060.0080.006.055.93
BUFEX
VSGAX

The current BUFEX Sharpe Ratio is 1.25, which is comparable to the VSGAX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of BUFEX and VSGAX, 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 Ratio0.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.25
1.26
BUFEX
VSGAX

Dividends

BUFEX vs. VSGAX - Dividend Comparison

BUFEX has not paid dividends to shareholders, while VSGAX's dividend yield for the trailing twelve months is around 0.52%.


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%
VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares
0.52%0.54%0.68%0.55%0.36%0.44%0.57%0.79%0.81%1.08%0.98%1.01%

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.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.04%
-4.66%
BUFEX
VSGAX

Volatility

BUFEX vs. VSGAX - Volatility Comparison

Buffalo Large Cap Fund (BUFEX) has a higher volatility of 5.61% compared to Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) at 4.85%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
5.61%
4.85%
BUFEX
VSGAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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