BUFTX vs. SMCWX
Compare and contrast key facts about Buffalo Discovery Fund (BUFTX) and American Funds SMALLCAP World Fund Class A (SMCWX).
BUFTX is managed by Buffalo. It was launched on Apr 16, 2001. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
BUFTX vs. SMCWX - Performance Comparison
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BUFTX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFTX Buffalo Discovery Fund | -10.76% | -1.83% | 5.31% | 24.30% | -28.78% | 11.55% | 33.90% | 31.62% | -6.52% | 25.43% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, BUFTX achieves a -10.76% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, BUFTX has underperformed SMCWX with an annualized return of 6.96%, while SMCWX has yielded a comparatively higher 9.04% annualized return.
BUFTX
- 1D
- 2.57%
- 1M
- -8.42%
- YTD
- -10.76%
- 6M
- -13.55%
- 1Y
- -7.13%
- 3Y*
- 1.29%
- 5Y*
- -2.71%
- 10Y*
- 6.96%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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BUFTX vs. SMCWX - Expense Ratio Comparison
BUFTX has a 1.00% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
BUFTX vs. SMCWX — Risk / Return Rank
BUFTX
SMCWX
BUFTX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| BUFTX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.34 | 1.17 | -1.50 |
Sortino ratioReturn per unit of downside risk | -0.35 | 1.72 | -2.07 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.23 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | 1.66 | -2.04 |
Martin ratioReturn relative to average drawdown | -1.11 | 6.37 | -7.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUFTX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.34 | 1.17 | -1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.01 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.51 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.57 | -0.22 |
Correlation
The correlation between BUFTX and SMCWX 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.
Dividends
BUFTX vs. SMCWX - Dividend Comparison
BUFTX's dividend yield for the trailing twelve months is around 23.69%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFTX Buffalo Discovery Fund | 23.69% | 21.15% | 10.00% | 0.00% | 7.08% | 15.11% | 7.98% | 14.81% | 7.01% | 4.64% | 0.00% | 7.56% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
BUFTX vs. SMCWX - Drawdown Comparison
The maximum BUFTX drawdown since its inception was -60.45%, roughly equal to the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for BUFTX and SMCWX.
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Drawdown Indicators
| BUFTX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.45% | -62.46% | +2.01% |
Max Drawdown (1Y)Largest decline over 1 year | -19.03% | -11.83% | -7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -36.36% | -39.79% | +3.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -39.79% | +3.43% |
Current DrawdownCurrent decline from peak | -20.86% | -10.12% | -10.74% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -14.98% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 3.08% | +3.36% |
Volatility
BUFTX vs. SMCWX - Volatility Comparison
The current volatility for Buffalo Discovery Fund (BUFTX) is 5.72%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that BUFTX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFTX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 7.62% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 11.82% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.43% | 17.93% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.11% | 18.05% | +3.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 17.76% | +2.58% |