BUFSX vs. PENNX

In the year-to-date period, BUFSX achieves a -4.91% return, which is significantly lower than PENNX's -3.21% return. Over the past 10 years, BUFSX has underperformed PENNX with an annualized return of -8.02%, while PENNX has yielded a comparatively higher -3.73% annualized return.

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BUFSX has a 1.01% expense ratio, which is higher than PENNX's 0.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Royce Pennsylvania Mutual Fund (PENNX). 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.

The current BUFSX Sharpe Ratio is -0.04, which is higher than the PENNX Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of BUFSX and PENNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BUFSX has not paid dividends to shareholders, while PENNX's dividend yield for the trailing twelve months is around 0.63%.

The maximum BUFSX drawdown since its inception was -77.02%, which is greater than PENNX's maximum drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for BUFSX and PENNX. For additional features, visit the drawdowns tool.

Buffalo Small Cap Fund (BUFSX) has a higher volatility of 6.60% compared to Royce Pennsylvania Mutual Fund (PENNX) at 6.12%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than PENNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.