BUFMX vs. SMCWX
Compare and contrast key facts about Buffalo Mid Cap Fund (BUFMX) and American Funds SMALLCAP World Fund Class A (SMCWX).
BUFMX is managed by Buffalo. It was launched on Dec 17, 2001. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
BUFMX vs. SMCWX - Performance Comparison
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BUFMX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFMX Buffalo Mid Cap Fund | -9.21% | -1.68% | 6.73% | 26.92% | -27.89% | 14.39% | 34.24% | 37.96% | -7.29% | 13.59% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, BUFMX achieves a -9.21% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, BUFMX has underperformed SMCWX with an annualized return of 7.63%, while SMCWX has yielded a comparatively higher 9.04% annualized return.
BUFMX
- 1D
- 2.56%
- 1M
- -6.91%
- YTD
- -9.21%
- 6M
- -13.70%
- 1Y
- -6.91%
- 3Y*
- 3.58%
- 5Y*
- -1.32%
- 10Y*
- 7.63%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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BUFMX vs. SMCWX - Expense Ratio Comparison
Both BUFMX and SMCWX have an expense ratio of 1.02%.
Return for Risk
BUFMX vs. SMCWX — Risk / Return Rank
BUFMX
SMCWX
BUFMX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| BUFMX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.34 | 1.17 | -1.51 |
Sortino ratioReturn per unit of downside risk | -0.36 | 1.72 | -2.08 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.23 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.66 | -2.01 |
Martin ratioReturn relative to average drawdown | -0.94 | 6.37 | -7.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUFMX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.34 | 1.17 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.01 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.51 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.57 | -0.21 |
Correlation
The correlation between BUFMX and SMCWX is 0.87, 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.
Dividends
BUFMX vs. SMCWX - Dividend Comparison
BUFMX's dividend yield for the trailing twelve months is around 11.35%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFMX Buffalo Mid Cap Fund | 11.35% | 10.31% | 6.93% | 5.21% | 5.46% | 11.45% | 6.91% | 8.20% | 4.47% | 25.22% | 8.49% | 13.06% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
BUFMX vs. SMCWX - Drawdown Comparison
The maximum BUFMX drawdown since its inception was -58.44%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for BUFMX and SMCWX.
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Drawdown Indicators
| BUFMX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.44% | -62.46% | +4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -18.37% | -11.83% | -6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.58% | -39.79% | +4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -35.58% | -39.79% | +4.21% |
Current DrawdownCurrent decline from peak | -16.76% | -10.12% | -6.64% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -14.98% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | 3.08% | +3.68% |
Volatility
BUFMX vs. SMCWX - Volatility Comparison
The current volatility for Buffalo Mid Cap Fund (BUFMX) is 5.70%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that BUFMX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFMX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 7.62% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 11.82% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 17.93% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.11% | 18.05% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.70% | 17.76% | +1.94% |