BUFSX vs. KSOAX
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. KSOAX is managed by Kinetics. It was launched on Dec 31, 2001.
Performance
BUFSX vs. KSOAX - Performance Comparison
Loading graphics...
BUFSX vs. KSOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | -7.54% | -0.13% | 5.38% | 5.45% | -30.01% | 4.44% | 66.49% | 40.97% | -5.73% | 26.96% |
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A | 29.65% | -8.89% | 68.00% | -14.98% | 31.64% | 49.94% | 2.04% | 26.72% | 0.00% | 25.94% |
Returns By Period
In the year-to-date period, BUFSX achieves a -7.54% return, which is significantly lower than KSOAX's 29.65% return. Over the past 10 years, BUFSX has underperformed KSOAX with an annualized return of 8.96%, while KSOAX has yielded a comparatively higher 20.86% annualized return.
BUFSX
- 1D
- -1.58%
- 1M
- -11.35%
- YTD
- -7.54%
- 6M
- -7.29%
- 1Y
- 2.46%
- 3Y*
- -1.05%
- 5Y*
- -6.73%
- 10Y*
- 8.96%
KSOAX
- 1D
- -5.64%
- 1M
- -8.67%
- YTD
- 29.65%
- 6M
- 22.56%
- 1Y
- 7.86%
- 3Y*
- 25.48%
- 5Y*
- 15.73%
- 10Y*
- 20.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFSX vs. KSOAX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is lower than KSOAX's 1.89% expense ratio.
Return for Risk
BUFSX vs. KSOAX — Risk / Return Rank
BUFSX
KSOAX
BUFSX vs. KSOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX). 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.
| BUFSX | KSOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.30 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.30 | 0.61 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.08 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 0.27 | -0.26 |
Martin ratioReturn relative to average drawdown | 0.03 | 0.44 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BUFSX | KSOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.30 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.57 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.81 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.56 | -0.12 |
Correlation
The correlation between BUFSX and KSOAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BUFSX vs. KSOAX - Dividend Comparison
Neither BUFSX nor KSOAX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 13.53% | 9.01% | 9.14% | 31.02% | 30.30% | 25.19% | 70.18% |
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A | 0.00% | 0.00% | 3.52% | 6.72% | 0.00% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFSX vs. KSOAX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, smaller than the maximum KSOAX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BUFSX and KSOAX.
Loading graphics...
Drawdown Indicators
| BUFSX | KSOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -70.21% | +16.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -24.40% | +9.48% |
Max Drawdown (5Y)Largest decline over 5 years | -46.57% | -33.28% | -13.29% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -47.11% | +0.37% |
Current DrawdownCurrent decline from peak | -37.02% | -11.30% | -25.72% |
Average DrawdownAverage peak-to-trough decline | -12.82% | -15.88% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 14.90% | -10.69% |
Volatility
BUFSX vs. KSOAX - Volatility Comparison
The current volatility for Buffalo Small Cap Fund (BUFSX) is 6.37%, while Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX) has a volatility of 7.94%. This indicates that BUFSX experiences smaller price fluctuations and is considered to be less risky than KSOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUFSX | KSOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 7.94% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.84% | 19.48% | -5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.32% | 28.88% | -5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.65% | 27.75% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.50% | 25.84% | -1.34% |