BUFMX vs. VSNGX
BUFMX (Buffalo Mid Cap Fund) and VSNGX (JPMorgan Mid Cap Equity Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, BUFMX returned 7.58%/yr vs 11.70%/yr for VSNGX. Their correlation of 0.92 means they have usually moved in the same direction. BUFMX charges 1.02%/yr vs 0.89%/yr for VSNGX.
Performance
BUFMX vs. VSNGX - Performance Comparison
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Returns By Period
In the year-to-date period, BUFMX achieves a -3.71% return, which is significantly lower than VSNGX's 11.48% return. Over the past 10 years, BUFMX has underperformed VSNGX with an annualized return of 7.58%, while VSNGX has yielded a comparatively higher 11.70% annualized return.
BUFMX
- 1D
- 2.41%
- 1M
- -1.75%
- 6M
- 1.74%
- YTD
- -3.71%
- 1Y
- -10.07%
- 3Y*
- 2.91%
- 5Y*
- -1.13%
- 10Y*
- 7.58%
- ALL TIME*
- 7.65%
VSNGX
- 1D
- 1.24%
- 1M
- 0.64%
- 6M
- 8.44%
- YTD
- 11.48%
- 1Y
- 13.23%
- 3Y*
- 14.21%
- 5Y*
- 7.35%
- 10Y*
- 11.70%
- ALL TIME*
- 10.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BUFMX Buffalo Mid Cap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BUFMX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFMX Buffalo Mid Cap Fund | -3.71% | -1.68% | 6.73% | 26.92% | -27.89% | 14.39% | 34.24% | 37.96% | -7.29% | 13.59% |
VSNGX JPMorgan Mid Cap Equity Fund | 11.48% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Correlation
The correlation between BUFMX and VSNGX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2001 | 0.92 |
The correlation between BUFMX and VSNGX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
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Return for Risk
BUFMX vs. VSNGX — Risk / Return Rank
BUFMX
VSNGX
BUFMX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BUFMX | VSNGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.21 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 1.79 | -2.31 |
| Martin ratioReturn relative to average drawdown | -1.03 | 6.69 | -7.72 |
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Drawdowns
BUFMX vs. VSNGX - Drawdown Comparison
The maximum BUFMX drawdown since its inception was -58.44%, which is greater than VSNGX's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for BUFMX and VSNGX.
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Drawdown Indicators
| BUFMX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.44% | -54.50% | -3.94% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -8.24% | -9.47% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -18.96% | -1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -35.58% | -25.08% | -10.50% |
Max Drawdown (10Y)Largest decline over 10 years | -35.58% | -38.33% | +2.75% |
Current DrawdownCurrent decline from peak | -11.71% | 0.00% | -11.71% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -7.40% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.91% | 2.20% | +6.71% |
Volatility
BUFMX vs. VSNGX - Volatility Comparison
Buffalo Mid Cap Fund (BUFMX) has a higher volatility of 6.15% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 2.88%. This indicates that BUFMX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFMX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 2.88% | +3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.11% | 9.41% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 12.59% | +4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 17.38% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 19.53% | +0.27% |
BUFMX vs. VSNGX - Expense Ratio Comparison
BUFMX has a 1.02% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Dividends
BUFMX vs. VSNGX - Dividend Comparison
BUFMX's dividend yield for the trailing twelve months is around 10.71%, more than VSNGX's 5.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFMX Buffalo Mid Cap Fund | 10.71% | 10.31% | 6.93% | 5.21% | 5.46% | 11.45% | 6.91% | 8.20% | 4.47% | 25.22% | 8.49% | 13.06% |
VSNGX JPMorgan Mid Cap Equity Fund | 5.52% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Frequently Asked Questions
BUFMX and VSNGX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUFMX has higher volatility (6.15%) compared to VSNGX (2.88%). In terms of maximum drawdown, BUFMX dropped -58.44% vs VSNGX's -54.50%.
VSNGX currently has the higher Sharpe Ratio (1.17 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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