BUFSX vs. BRSVX
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Bridgeway Small Cap Value Fund (BRSVX).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFSX or BRSVX.
Key characteristics
| BUFSX | BRSVX | |
|---|---|---|
| YTD Return | 4.53% | 3.53% |
| 1Y Return | 20.49% | 20.08% |
| 3Y Return (Ann) | -15.59% | 1.20% |
| 5Y Return (Ann) | 1.21% | 15.99% |
| 10Y Return (Ann) | -8.03% | 9.82% |
| Sharpe Ratio | 1.13 | 1.00 |
| Sortino Ratio | 1.68 | 1.53 |
| Omega Ratio | 1.20 | 1.18 |
| Calmar Ratio | 0.32 | 1.26 |
| Martin Ratio | 5.83 | 4.47 |
| Ulcer Index | 3.80% | 4.72% |
| Daily Std Dev | 19.50% | 21.07% |
| Max Drawdown | -77.02% | -67.58% |
| Current Drawdown | -63.16% | -6.16% |
Correlation
The correlation between BUFSX and BRSVX is 0.82, 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
BUFSX vs. BRSVX - Performance Comparison
In the year-to-date period, BUFSX achieves a 4.53% return, which is significantly higher than BRSVX's 3.53% return. Over the past 10 years, BUFSX has underperformed BRSVX with an annualized return of -8.03%, while BRSVX has yielded a comparatively higher 9.82% 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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BUFSX vs. BRSVX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than BRSVX's 0.83% expense ratio.
Risk-Adjusted Performance
BUFSX vs. BRSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Bridgeway Small Cap Value Fund (BRSVX). 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
BUFSX vs. BRSVX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while BRSVX's dividend yield for the trailing twelve months is around 2.55%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BRSVX Bridgeway Small Cap Value Fund | 2.55% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.97% | 1.96% | 0.74% | 0.39% |
Drawdowns
BUFSX vs. BRSVX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -77.02%, which is greater than BRSVX's maximum drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for BUFSX and BRSVX. For additional features, visit the drawdowns tool.
Volatility
BUFSX vs. BRSVX - Volatility Comparison
The current volatility for Buffalo Small Cap Fund (BUFSX) is 4.60%, while Bridgeway Small Cap Value Fund (BRSVX) has a volatility of 4.91%. This indicates that BUFSX experiences smaller price fluctuations and is considered to be less risky than BRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.