BUFHX vs. FAGIX
Compare and contrast key facts about Buffalo High Yield Fund (BUFHX) and Fidelity Capital & Income Fund (FAGIX).
BUFHX is managed by Buffalo. It was launched on May 19, 1995. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFHX or FAGIX.
Correlation
The correlation between BUFHX and FAGIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BUFHX vs. FAGIX - Performance Comparison
Key characteristics
BUFHX:
3.45
FAGIX:
2.17
BUFHX:
4.33
FAGIX:
3.13
BUFHX:
1.96
FAGIX:
1.44
BUFHX:
4.51
FAGIX:
1.42
BUFHX:
32.20
FAGIX:
14.37
BUFHX:
0.24%
FAGIX:
0.74%
BUFHX:
2.28%
FAGIX:
4.89%
BUFHX:
-25.75%
FAGIX:
-37.80%
BUFHX:
-1.66%
FAGIX:
-2.30%
Returns By Period
In the year-to-date period, BUFHX achieves a 7.37% return, which is significantly lower than FAGIX's 10.79% return. Over the past 10 years, BUFHX has underperformed FAGIX with an annualized return of 4.17%, while FAGIX has yielded a comparatively higher 5.10% annualized return.
BUFHX
7.37%
-0.83%
3.11%
7.78%
4.54%
4.17%
FAGIX
10.79%
-0.70%
4.54%
11.02%
4.39%
5.10%
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BUFHX vs. FAGIX - Expense Ratio Comparison
BUFHX has a 1.02% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
BUFHX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and Fidelity Capital & Income Fund (FAGIX). 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
BUFHX vs. FAGIX - Dividend Comparison
BUFHX's dividend yield for the trailing twelve months is around 5.68%, more than FAGIX's 4.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFHX Buffalo High Yield Fund | 5.68% | 6.40% | 6.19% | 4.27% | 4.09% | 4.22% | 4.85% | 4.08% | 4.37% | 3.99% | 3.59% | 4.33% |
FAGIX Fidelity Capital & Income Fund | 4.78% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
BUFHX vs. FAGIX - Drawdown Comparison
The maximum BUFHX drawdown since its inception was -25.75%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for BUFHX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
BUFHX vs. FAGIX - Volatility Comparison
The current volatility for Buffalo High Yield Fund (BUFHX) is 1.42%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.73%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.