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.
Correlation
The correlation between BUFSX and PENNX is 0.87, 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
Key characteristics
BUFSX:
-0.35
PENNX:
-0.64
BUFSX:
-0.36
PENNX:
-0.77
BUFSX:
0.96
PENNX:
0.90
BUFSX:
-0.12
PENNX:
-0.31
BUFSX:
-1.15
PENNX:
-1.38
BUFSX:
7.37%
PENNX:
11.27%
BUFSX:
23.91%
PENNX:
24.29%
BUFSX:
-77.02%
PENNX:
-61.83%
BUFSX:
-68.48%
PENNX:
-47.50%
Returns By Period
The year-to-date returns for both investments are quite close, with BUFSX having a -15.12% return and PENNX slightly higher at -14.73%. Over the past 10 years, BUFSX has underperformed PENNX with an annualized return of -9.24%, while PENNX has yielded a comparatively higher -4.90% annualized return.
BUFSX
-15.12%
-7.88%
-17.56%
-7.06%
0.91%
-9.24%
PENNX
-14.73%
-8.98%
-23.59%
-14.47%
2.17%
-4.90%
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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 Rank
BUFSX
PENNX
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 0.71%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PENNX Royce Pennsylvania Mutual Fund | 0.71% | 0.61% | 0.39% | 0.08% | 0.06% | 0.59% | 0.26% | 0.19% | 0.58% | 0.36% | 1.04% | 0.36% |
Drawdowns
BUFSX vs. PENNX - Drawdown Comparison
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.
Volatility
BUFSX vs. PENNX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) and Royce Pennsylvania Mutual Fund (PENNX) have volatilities of 14.58% and 14.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.