PENNX vs. BUFSX
Compare and contrast key facts about Royce Pennsylvania Mutual Fund (PENNX) and Buffalo Small Cap Fund (BUFSX).
PENNX is managed by Royce Investment Partners. It was launched on Oct 31, 1972. BUFSX is managed by Buffalo. It was launched on Apr 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PENNX or BUFSX.
Correlation
The correlation between PENNX and BUFSX is 0.87, 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
PENNX vs. BUFSX - Performance Comparison
Key characteristics
PENNX:
0.04
BUFSX:
0.44
PENNX:
0.19
BUFSX:
0.76
PENNX:
1.03
BUFSX:
1.09
PENNX:
0.02
BUFSX:
0.13
PENNX:
0.18
BUFSX:
2.21
PENNX:
4.45%
BUFSX:
3.97%
PENNX:
20.50%
BUFSX:
19.74%
PENNX:
-61.83%
BUFSX:
-77.02%
PENNX:
-38.76%
BUFSX:
-62.57%
Returns By Period
In the year-to-date period, PENNX achieves a -1.63% return, which is significantly lower than BUFSX's 6.23% return. Over the past 10 years, PENNX has outperformed BUFSX with an annualized return of -3.29%, while BUFSX has yielded a comparatively lower -7.26% annualized return.
PENNX
-1.63%
-11.38%
-5.25%
-0.88%
-0.63%
-3.29%
BUFSX
6.23%
-1.06%
8.54%
6.61%
1.79%
-7.26%
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PENNX vs. BUFSX - Expense Ratio Comparison
PENNX has a 0.92% expense ratio, which is lower than BUFSX's 1.01% expense ratio.
Risk-Adjusted Performance
PENNX vs. BUFSX - Risk-Adjusted Performance Comparison
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.
Dividends
PENNX vs. BUFSX - Dividend Comparison
Neither PENNX nor BUFSX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Royce Pennsylvania Mutual Fund | 0.00% | 0.39% | 0.08% | 0.06% | 0.59% | 0.26% | 0.19% | 0.58% | 0.36% | 1.04% | 0.36% | 0.01% |
Buffalo Small Cap 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
PENNX vs. BUFSX - Drawdown Comparison
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.
Volatility
PENNX vs. BUFSX - Volatility Comparison
Royce Pennsylvania Mutual Fund (PENNX) has a higher volatility of 10.26% compared to Buffalo Small Cap Fund (BUFSX) at 5.81%. This indicates that PENNX's price experiences larger fluctuations and is considered to be riskier than BUFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.