BUFSX vs. FSSNX
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Fidelity Small Cap Index Fund (FSSNX).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFSX or FSSNX.
Key characteristics
| BUFSX | FSSNX | |
|---|---|---|
| YTD Return | 1.77% | 4.59% |
| 1Y Return | 8.05% | 23.45% |
| 3Y Return (Ann) | -8.74% | -0.30% |
| 5Y Return (Ann) | 8.33% | 8.11% |
| 10Y Return (Ann) | 9.01% | 8.51% |
| Sharpe Ratio | 0.36 | 1.09 |
| Daily Std Dev | 18.81% | 19.98% |
| Max Drawdown | -53.24% | -41.72% |
| Current Drawdown | -34.13% | -10.08% |
Correlation
The correlation between BUFSX and FSSNX is 0.91, 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. FSSNX - Performance Comparison
In the year-to-date period, BUFSX achieves a 1.77% return, which is significantly lower than FSSNX's 4.59% return. Over the past 10 years, BUFSX has outperformed FSSNX with an annualized return of 9.01%, while FSSNX has yielded a comparatively lower 8.51% 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. FSSNX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Risk-Adjusted Performance
BUFSX vs. FSSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Fidelity Small Cap Index Fund (FSSNX). 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. FSSNX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while FSSNX's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | 0.00% | 0.00% | 0.00% | 13.53% | 9.01% | 9.14% | 31.02% | 30.30% | 25.19% | 70.18% | 10.32% | 8.57% |
FSSNX Fidelity Small Cap Index Fund | 1.37% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 5.39% | 3.67% | 2.27% | 4.53% | 4.80% | 2.82% |
Drawdowns
BUFSX vs. FSSNX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, which is greater than FSSNX's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for BUFSX and FSSNX. For additional features, visit the drawdowns tool.
Volatility
BUFSX vs. FSSNX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 5.13% compared to Fidelity Small Cap Index Fund (FSSNX) at 4.56%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.