BUFSX vs. PENNX
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Royce Pennsylvania Mutual Fund (PENNX).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. PENNX is managed by Royce Investment Partners. It was launched on Oct 31, 1972.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFSX or PENNX.
Key characteristics
| BUFSX | PENNX | |
|---|---|---|
| YTD Return | 1.77% | 7.30% |
| 1Y Return | 8.05% | 29.61% |
| 3Y Return (Ann) | -8.74% | 5.54% |
| 5Y Return (Ann) | 8.33% | 11.85% |
| 10Y Return (Ann) | 9.01% | 9.09% |
| Sharpe Ratio | 0.36 | 1.54 |
| Daily Std Dev | 18.81% | 18.32% |
| Max Drawdown | -53.24% | -57.02% |
| Current Drawdown | -34.13% | 0.00% |
Correlation
The correlation between BUFSX and PENNX is 0.88, 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. PENNX - Performance Comparison
In the year-to-date period, BUFSX achieves a 1.77% return, which is significantly lower than PENNX's 7.30% return. Both investments have delivered pretty close results over the past 10 years, with BUFSX having a 9.01% annualized return and PENNX not far ahead at 9.09%. 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. PENNX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than PENNX's 0.92% expense ratio.
Risk-Adjusted Performance
BUFSX vs. PENNX - Risk-Adjusted Performance Comparison
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.
Dividends
BUFSX vs. PENNX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while PENNX's dividend yield for the trailing twelve months is around 4.57%.
| 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% |
PENNX Royce Pennsylvania Mutual Fund | 4.57% | 4.91% | 5.19% | 28.20% | 5.05% | 3.85% | 23.68% | 21.27% | 7.15% | 23.31% | 12.18% | 5.38% |
Drawdowns
BUFSX vs. PENNX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, smaller than the maximum PENNX drawdown of -57.02%. Use the drawdown chart below to compare losses from any high point for BUFSX and PENNX. For additional features, visit the drawdowns tool.
Volatility
BUFSX vs. PENNX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 5.13% compared to Royce Pennsylvania Mutual Fund (PENNX) at 3.99%. 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.