BUFSX vs. VTSMX
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. VTSMX is managed by Vanguard.
Performance
BUFSX vs. VTSMX - Performance Comparison
Loading graphics...
BUFSX vs. VTSMX - 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% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | -6.76% | 16.63% | 22.76% | 26.38% | -19.60% | 25.59% | 20.87% | 30.63% | -5.27% | 21.05% |
Returns By Period
In the year-to-date period, BUFSX achieves a -7.54% return, which is significantly lower than VTSMX's -6.76% return. Over the past 10 years, BUFSX has underperformed VTSMX with an annualized return of 8.96%, while VTSMX has yielded a comparatively higher 13.09% 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%
VTSMX
- 1D
- -0.47%
- 1M
- -7.71%
- YTD
- -6.76%
- 6M
- -4.51%
- 1Y
- 14.67%
- 3Y*
- 16.35%
- 5Y*
- 9.87%
- 10Y*
- 13.09%
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. VTSMX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than VTSMX's 0.14% expense ratio.
Return for Risk
BUFSX vs. VTSMX — Risk / Return Rank
BUFSX
VTSMX
BUFSX vs. VTSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX). 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 | VTSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.83 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.29 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.04 | -1.03 |
Martin ratioReturn relative to average drawdown | 0.03 | 5.04 | -5.01 |
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 | VTSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.83 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.57 | -0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.71 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.56 | -0.12 |
Correlation
The correlation between BUFSX and VTSMX is 0.85, 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.
Dividends
BUFSX vs. VTSMX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while VTSMX's dividend yield for the trailing twelve months is around 1.12%.
| 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% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.12% | 0.75% | 0.89% | 1.33% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% |
Drawdowns
BUFSX vs. VTSMX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, roughly equal to the maximum VTSMX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for BUFSX and VTSMX.
Loading graphics...
Drawdown Indicators
| BUFSX | VTSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -55.38% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -12.41% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -46.57% | -25.43% | -21.14% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -34.98% | -11.76% |
Current DrawdownCurrent decline from peak | -37.02% | -8.93% | -28.09% |
Average DrawdownAverage peak-to-trough decline | -12.82% | -8.94% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 2.56% | +1.65% |
Volatility
BUFSX vs. VTSMX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 6.37% compared to Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) at 4.39%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than VTSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUFSX | VTSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 4.39% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.84% | 9.33% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.32% | 18.42% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.65% | 17.33% | +7.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.50% | 18.37% | +6.13% |