BUFIX vs. FZAJX
Compare and contrast key facts about Buffalo International Fund (BUFIX) and Fidelity Advisor International Growth Fund Class Z (FZAJX).
BUFIX is managed by Buffalo. It was launched on Sep 27, 2007. FZAJX is managed by Fidelity. It was launched on Aug 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFIX or FZAJX.
Key characteristics
| BUFIX | FZAJX | |
|---|---|---|
| YTD Return | 3.50% | 9.36% |
| 1Y Return | 14.75% | 22.57% |
| 3Y Return (Ann) | -2.68% | 0.13% |
| 5Y Return (Ann) | 6.66% | 7.68% |
| 10Y Return (Ann) | 7.15% | 7.72% |
| Sharpe Ratio | 1.15 | 1.65 |
| Sortino Ratio | 1.70 | 2.35 |
| Omega Ratio | 1.20 | 1.28 |
| Calmar Ratio | 0.73 | 1.24 |
| Martin Ratio | 5.59 | 8.01 |
| Ulcer Index | 2.66% | 2.80% |
| Daily Std Dev | 12.94% | 13.56% |
| Max Drawdown | -55.11% | -34.84% |
| Current Drawdown | -8.72% | -3.46% |
Correlation
The correlation between BUFIX and FZAJX is 0.93, 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. FZAJX - Performance Comparison
In the year-to-date period, BUFIX achieves a 3.50% return, which is significantly lower than FZAJX's 9.36% return. Over the past 10 years, BUFIX has underperformed FZAJX with an annualized return of 7.15%, while FZAJX has yielded a comparatively higher 7.72% 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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BUFIX vs. FZAJX - Expense Ratio Comparison
BUFIX has a 1.03% expense ratio, which is higher than FZAJX's 0.87% expense ratio.
Risk-Adjusted Performance
BUFIX vs. FZAJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo International Fund (BUFIX) and Fidelity Advisor International Growth Fund Class Z (FZAJX). 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. FZAJX - Dividend Comparison
BUFIX's dividend yield for the trailing twelve months is around 0.57%, more than FZAJX's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFIX Buffalo International Fund | 0.57% | 0.59% | 0.46% | 0.08% | 0.27% | 0.57% | 0.58% | 0.30% | 1.04% | 0.51% | 0.53% | 0.18% |
FZAJX Fidelity Advisor International Growth Fund Class Z | 0.56% | 0.61% | 0.36% | 0.53% | 0.22% | 1.11% | 1.04% | 0.76% | 1.40% | 0.92% | 1.00% | 1.18% |
Drawdowns
BUFIX vs. FZAJX - Drawdown Comparison
The maximum BUFIX drawdown since its inception was -55.11%, which is greater than FZAJX's maximum drawdown of -34.84%. Use the drawdown chart below to compare losses from any high point for BUFIX and FZAJX. For additional features, visit the drawdowns tool.
Volatility
BUFIX vs. FZAJX - Volatility Comparison
Buffalo International Fund (BUFIX) and Fidelity Advisor International Growth Fund Class Z (FZAJX) have volatilities of 3.61% and 3.79%, 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.