BUFIX vs. FIVFX
Compare and contrast key facts about Buffalo International Fund (BUFIX) and Fidelity International Capital Appreciation Fund (FIVFX).
BUFIX is managed by Buffalo. It was launched on Sep 27, 2007. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFIX or FIVFX.
Key characteristics
| BUFIX | FIVFX | |
|---|---|---|
| YTD Return | 1.04% | 9.80% |
| 1Y Return | 8.52% | 19.82% |
| 3Y Return (Ann) | -3.23% | -2.68% |
| 5Y Return (Ann) | 5.98% | 5.37% |
| 10Y Return (Ann) | 6.89% | 6.50% |
| Sharpe Ratio | 0.87 | 1.60 |
| Sortino Ratio | 1.32 | 2.28 |
| Omega Ratio | 1.15 | 1.28 |
| Calmar Ratio | 0.64 | 0.97 |
| Martin Ratio | 4.09 | 8.26 |
| Ulcer Index | 2.79% | 2.72% |
| Daily Std Dev | 13.06% | 14.01% |
| Max Drawdown | -55.11% | -66.32% |
| Current Drawdown | -10.89% | -7.85% |
Correlation
The correlation between BUFIX and FIVFX is 0.92, 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
BUFIX vs. FIVFX - Performance Comparison
In the year-to-date period, BUFIX achieves a 1.04% return, which is significantly lower than FIVFX's 9.80% return. Over the past 10 years, BUFIX has outperformed FIVFX with an annualized return of 6.89%, while FIVFX has yielded a comparatively lower 6.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFIX vs. FIVFX - Expense Ratio Comparison
BUFIX has a 1.03% expense ratio, which is higher than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
BUFIX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo International Fund (BUFIX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
BUFIX vs. FIVFX - Dividend Comparison
BUFIX's dividend yield for the trailing twelve months is around 0.58%, more than FIVFX's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFIX Buffalo International Fund | 0.58% | 0.59% | 0.46% | 0.08% | 0.27% | 0.57% | 0.58% | 0.30% | 1.04% | 0.51% | 0.53% | 0.18% |
FIVFX Fidelity International Capital Appreciation Fund | 0.34% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
BUFIX vs. FIVFX - Drawdown Comparison
The maximum BUFIX drawdown since its inception was -55.11%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for BUFIX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
BUFIX vs. FIVFX - Volatility Comparison
The current volatility for Buffalo International Fund (BUFIX) is 3.55%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 3.81%. This indicates that BUFIX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.