BUFSX vs. WMKSX
BUFSX (Buffalo Small Cap Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, BUFSX returned 11.65%/yr vs 14.18%/yr for WMKSX. Their correlation of 0.84 suggests significant overlap in exposure. BUFSX charges 1.01%/yr vs 1.24%/yr for WMKSX.
Performance
BUFSX vs. WMKSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BUFSX achieves a 17.29% return, which is significantly lower than WMKSX's 20.89% return. Over the past 10 years, BUFSX has underperformed WMKSX with an annualized return of 11.65%, while WMKSX has yielded a comparatively higher 14.18% annualized return.
BUFSX
- 1D
- 0.64%
- 1M
- 5.44%
- YTD
- 17.29%
- 6M
- 14.60%
- 1Y
- 23.70%
- 3Y*
- 7.65%
- 5Y*
- -3.61%
- 10Y*
- 11.65%
WMKSX
- 1D
- 0.17%
- 1M
- 5.31%
- YTD
- 20.89%
- 6M
- 18.78%
- 1Y
- 35.88%
- 3Y*
- 25.78%
- 5Y*
- 11.59%
- 10Y*
- 14.18%
BUFSX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | 17.29% | -0.13% | 5.38% | 5.45% | -30.01% | 4.44% | 66.49% | 40.97% | -5.73% | 26.96% |
WMKSX WesMark Small Company Fund | 20.89% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between BUFSX and WMKSX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 14, 1998 | 0.84 |
The correlation between BUFSX and WMKSX has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BUFSX vs. WMKSX — Risk / Return Rank
BUFSX
WMKSX
BUFSX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and WesMark Small Company Fund (WMKSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BUFSX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.35 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 4.43 | -2.77 |
| Martin ratioReturn relative to average drawdown | 6.12 | 14.85 | -8.73 |
Loading charts...
Drawdowns
BUFSX vs. WMKSX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for BUFSX and WMKSX.
Loading charts...
Drawdown Indicators
| BUFSX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -64.09% | +10.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -8.50% | -6.42% |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | -24.20% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -46.57% | -39.84% | -6.73% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -39.84% | -6.90% |
Current DrawdownCurrent decline from peak | -20.11% | 0.00% | -20.11% |
Average DrawdownAverage peak-to-trough decline | -12.93% | -15.66% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 2.53% | +1.53% |
Volatility
BUFSX vs. WMKSX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 6.70% compared to WesMark Small Company Fund (WMKSX) at 4.52%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BUFSX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 4.52% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 12.32% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.71% | 17.93% | +1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.60% | 26.13% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.63% | 23.99% | +0.64% |
BUFSX vs. WMKSX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is lower than WMKSX's 1.24% expense ratio.
Dividends
BUFSX vs. WMKSX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while WMKSX's dividend yield for the trailing twelve months is around 18.95%.
| Position | 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% |
WMKSX WesMark Small Company Fund | 18.95% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
With a correlation of 0.93, BUFSX and WMKSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BUFSX has higher volatility (6.70%) compared to WMKSX (4.52%). In terms of maximum drawdown, BUFSX dropped -53.24% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (2.11 vs 1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BUFSX and WMKSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer