PENNX vs. BUFSX

In the year-to-date period, PENNX achieves a 10.78% return, which is significantly higher than BUFSX's 6.73% return. Over the past 10 years, PENNX has outperformed BUFSX with an annualized return of -3.21%, while BUFSX has yielded a comparatively lower -7.89% annualized return.

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PENNX has a 0.92% expense ratio, which is lower than BUFSX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Royce Pennsylvania Mutual Fund (PENNX) and Buffalo Small Cap Fund (BUFSX). 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.

The current PENNX Sharpe Ratio is 0.95, which is comparable to the BUFSX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of PENNX and BUFSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PENNX's dividend yield for the trailing twelve months is around 0.35%, while BUFSX has not paid dividends to shareholders.

The maximum PENNX drawdown since its inception was -61.83%, smaller than the maximum BUFSX drawdown of -77.02%. Use the drawdown chart below to compare losses from any high point for PENNX and BUFSX. For additional features, visit the drawdowns tool.

The current volatility for Royce Pennsylvania Mutual Fund (PENNX) is 6.35%, while Buffalo Small Cap Fund (BUFSX) has a volatility of 7.27%. This indicates that PENNX experiences smaller price fluctuations and is considered to be less risky than BUFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.