BUFTX vs. FMIMX
Compare and contrast key facts about Buffalo Discovery Fund (BUFTX) and FMI Common Stock Fund (FMIMX).
BUFTX is managed by Buffalo. It was launched on Apr 16, 2001. FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFTX or FMIMX.
Key characteristics
| BUFTX | FMIMX | |
|---|---|---|
| YTD Return | 10.80% | 15.65% |
| 1Y Return | 28.28% | 27.29% |
| 3Y Return (Ann) | -8.08% | 3.16% |
| 5Y Return (Ann) | -0.37% | 8.31% |
| 10Y Return (Ann) | 2.03% | 4.12% |
| Sharpe Ratio | 1.91 | 1.61 |
| Sortino Ratio | 2.61 | 2.33 |
| Omega Ratio | 1.34 | 1.29 |
| Calmar Ratio | 0.71 | 1.96 |
| Martin Ratio | 7.43 | 8.52 |
| Ulcer Index | 3.82% | 3.19% |
| Daily Std Dev | 14.85% | 16.90% |
| Max Drawdown | -55.81% | -59.12% |
| Current Drawdown | -23.07% | -1.18% |
Correlation
The correlation between BUFTX and FMIMX is 0.81, 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
BUFTX vs. FMIMX - Performance Comparison
In the year-to-date period, BUFTX achieves a 10.80% return, which is significantly lower than FMIMX's 15.65% return. Over the past 10 years, BUFTX has underperformed FMIMX with an annualized return of 2.03%, while FMIMX has yielded a comparatively higher 4.12% annualized return. 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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BUFTX vs. FMIMX - Expense Ratio Comparison
BUFTX has a 1.00% expense ratio, which is lower than FMIMX's 1.01% expense ratio.
Risk-Adjusted Performance
BUFTX vs. FMIMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and FMI Common Stock Fund (FMIMX). 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
BUFTX vs. FMIMX - Dividend Comparison
BUFTX has not paid dividends to shareholders, while FMIMX's dividend yield for the trailing twelve months is around 0.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFTX Buffalo Discovery 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% |
FMIMX FMI Common Stock Fund | 0.23% | 0.27% | 0.14% | 0.33% | 0.76% | 0.43% | 0.44% | 0.02% | 0.00% | 0.00% | 12.38% | 0.45% |
Drawdowns
BUFTX vs. FMIMX - Drawdown Comparison
The maximum BUFTX drawdown since its inception was -55.81%, smaller than the maximum FMIMX drawdown of -59.12%. Use the drawdown chart below to compare losses from any high point for BUFTX and FMIMX. For additional features, visit the drawdowns tool.
Volatility
BUFTX vs. FMIMX - Volatility Comparison
The current volatility for Buffalo Discovery Fund (BUFTX) is 4.02%, while FMI Common Stock Fund (FMIMX) has a volatility of 5.95%. This indicates that BUFTX experiences smaller price fluctuations and is considered to be less risky than FMIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.