BUFOX vs. BUFEX
Compare and contrast key facts about Buffalo Early Stage Growth Fund (BUFOX) and Buffalo Large Cap Fund (BUFEX).
BUFOX is managed by Buffalo. It was launched on May 21, 2004. BUFEX is managed by Buffalo. It was launched on May 19, 1995.
Performance
BUFOX vs. BUFEX - Performance Comparison
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BUFOX vs. BUFEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFOX Buffalo Early Stage Growth Fund | -7.88% | 3.09% | 7.52% | 9.83% | -30.78% | 7.43% | 47.85% | 34.06% | -3.78% | 27.03% |
BUFEX Buffalo Large Cap Fund | -10.76% | 16.27% | 28.86% | 40.39% | -28.64% | 25.55% | 28.08% | 31.76% | -1.60% | 24.86% |
Returns By Period
In the year-to-date period, BUFOX achieves a -7.88% return, which is significantly higher than BUFEX's -10.76% return. Over the past 10 years, BUFOX has underperformed BUFEX with an annualized return of 8.73%, while BUFEX has yielded a comparatively higher 13.92% annualized return.
BUFOX
- 1D
- -1.32%
- 1M
- -12.04%
- YTD
- -7.88%
- 6M
- -8.82%
- 1Y
- 5.40%
- 3Y*
- 1.52%
- 5Y*
- -4.97%
- 10Y*
- 8.73%
BUFEX
- 1D
- -0.55%
- 1M
- -8.35%
- YTD
- -10.76%
- 6M
- -10.00%
- 1Y
- 13.08%
- 3Y*
- 18.20%
- 5Y*
- 10.25%
- 10Y*
- 13.92%
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BUFOX vs. BUFEX - Expense Ratio Comparison
BUFOX has a 1.46% expense ratio, which is higher than BUFEX's 0.93% expense ratio.
Return for Risk
BUFOX vs. BUFEX — Risk / Return Rank
BUFOX
BUFEX
BUFOX vs. BUFEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Early Stage Growth Fund (BUFOX) and Buffalo Large Cap Fund (BUFEX). 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.
| BUFOX | BUFEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.66 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.08 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.15 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.76 | -0.56 |
Martin ratioReturn relative to average drawdown | 0.64 | 2.69 | -2.05 |
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
| BUFOX | BUFEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.66 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.52 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.72 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.53 | -0.21 |
Correlation
The correlation between BUFOX and BUFEX is 0.77, 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
BUFOX vs. BUFEX - Dividend Comparison
BUFOX's dividend yield for the trailing twelve months is around 5.54%, less than BUFEX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFOX Buffalo Early Stage Growth Fund | 5.54% | 5.10% | 0.00% | 0.00% | 1.20% | 15.83% | 11.19% | 4.77% | 14.50% | 20.01% | 8.35% | 8.53% |
BUFEX Buffalo Large Cap Fund | 7.56% | 6.75% | 3.65% | 0.03% | 3.07% | 25.69% | 0.14% | 1.42% | 6.00% | 5.33% | 0.00% | 6.83% |
Drawdowns
BUFOX vs. BUFEX - Drawdown Comparison
The maximum BUFOX drawdown since its inception was -69.71%, which is greater than BUFEX's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for BUFOX and BUFEX.
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Drawdown Indicators
| BUFOX | BUFEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.71% | -54.12% | -15.59% |
Max Drawdown (1Y)Largest decline over 1 year | -15.52% | -13.76% | -1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -43.17% | -32.54% | -10.63% |
Max Drawdown (10Y)Largest decline over 10 years | -43.17% | -32.54% | -10.63% |
Current DrawdownCurrent decline from peak | -29.15% | -13.76% | -15.39% |
Average DrawdownAverage peak-to-trough decline | -16.02% | -9.27% | -6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 3.87% | +1.03% |
Volatility
BUFOX vs. BUFEX - Volatility Comparison
Buffalo Early Stage Growth Fund (BUFOX) has a higher volatility of 8.02% compared to Buffalo Large Cap Fund (BUFEX) at 5.05%. This indicates that BUFOX's price experiences larger fluctuations and is considered to be riskier than BUFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFOX | BUFEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.02% | 5.05% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 16.76% | 10.62% | +6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.46% | 20.09% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.75% | 19.68% | +3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 19.42% | +2.90% |