FMIMX vs. BUFTX
Compare and contrast key facts about FMI Common Stock Fund (FMIMX) and Buffalo Discovery Fund (BUFTX).
FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981. BUFTX is managed by Buffalo. It was launched on Apr 16, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIMX or BUFTX.
Key characteristics
| FMIMX | BUFTX | |
|---|---|---|
| YTD Return | 16.14% | 8.92% |
| 1Y Return | 28.45% | 26.72% |
| 3Y Return (Ann) | 3.34% | -8.84% |
| 5Y Return (Ann) | 8.32% | -0.44% |
| 10Y Return (Ann) | 4.21% | 1.89% |
| Sharpe Ratio | 1.68 | 1.86 |
| Sortino Ratio | 2.42 | 2.55 |
| Omega Ratio | 1.30 | 1.33 |
| Calmar Ratio | 1.87 | 0.68 |
| Martin Ratio | 8.91 | 7.25 |
| Ulcer Index | 3.19% | 3.83% |
| Daily Std Dev | 16.97% | 14.91% |
| Max Drawdown | -59.12% | -55.81% |
| Current Drawdown | -0.58% | -24.37% |
Correlation
The correlation between FMIMX and BUFTX 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
FMIMX vs. BUFTX - Performance Comparison
In the year-to-date period, FMIMX achieves a 16.14% return, which is significantly higher than BUFTX's 8.92% return. Over the past 10 years, FMIMX has outperformed BUFTX with an annualized return of 4.21%, while BUFTX has yielded a comparatively lower 1.89% 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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FMIMX vs. BUFTX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than BUFTX's 1.00% expense ratio.
Risk-Adjusted Performance
FMIMX vs. BUFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Buffalo Discovery Fund (BUFTX). 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
FMIMX vs. BUFTX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 0.23%, while BUFTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
FMIMX vs. BUFTX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.12%, which is greater than BUFTX's maximum drawdown of -55.81%. Use the drawdown chart below to compare losses from any high point for FMIMX and BUFTX. For additional features, visit the drawdowns tool.
Volatility
FMIMX vs. BUFTX - Volatility Comparison
FMI Common Stock Fund (FMIMX) has a higher volatility of 6.00% compared to Buffalo Discovery Fund (BUFTX) at 4.02%. This indicates that FMIMX's price experiences larger fluctuations and is considered to be riskier than BUFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.