BUFBX vs OAAAX

Both BUFBX and OAAAX are mutual funds. BUFBX has a lower 5-year return than OAAAX (9.81% vs 11.3%). BUFBX has a higher expense ratio than OAAAX (1.01% vs 0.44%). Below is the comparison between BUFBX and OAAAX.

BUFBX OAAAX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--70% to 85% Equity U.S. Balanced: Allocation--70% to 85% Equity
Family Buffalo Invesco
Net Assets $275.80M $1.91B
Expense Ratio 1.01% 0.44%
Management Style active active
Dividend Yield 1.82% 0.83%
Minimum Investment $3,000.00 $3,000.00
YTD Return 23.20% 13.20%
1-Year Return 6.06% 2.84%
3-Year Return 9.36% 13.74%
5-Year Return 9.81% 11.30%
10-Year Return 8.31% 9.58%

BUFBX description

The Fund seeks generation of high current income and, as a secondary objective, the long-term growth of capital. The Flexible Income Fund invests in both debt and equity securities, which can include common stocks, convertible bonds, convertible preferred stocks, and corporate fixed income securities.

BUFBX performance & returns

YTD Return 23.20%
1-Month Return 5.24%
3-Month Return 6.06%
1-Year Return 6.06%
3-Year Return 9.36%
5-Year Return 9.81%
10-Year Return 8.31%
BUFBX expense ratio is 1.01%.

BUFBX holdings

Top 10 Holdings (34.31% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.25%
Intel Corp INTC 3.66%
Johnson & Johnson JNJ 3.32%
Procter & Gamble Co PG 3.25%
Chevron Corp CVX 3.04%
Eli Lilly and Co LLY 2.79%
Waste Management Inc WM 2.76%
Digital Realty Trust Inc DLR 2.75%
Costco Wholesale Corp COST 2.75%
Clorox Co CLX 2.74%

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OAAAX description

The Fund seeks long-term growth of capital with a secondary objective of current income by allocating its assets with following target weightings: fixed income, 20%, U.S. equity, 40%; other asset classes, 5%; and tactical allocation component, 20% of net assets.

OAAAX performance & returns

YTD Return 13.20%
1-Month Return 1.40%
3-Month Return 2.84%
1-Year Return 2.84%
3-Year Return 13.74%
5-Year Return 11.30%
10-Year Return 9.58%
OAAAX expense ratio is 0.44%.

OAAAX holdings

Top 10 Holdings (71.07% of Total Assets)

Name Symbol % Assets
Invesco Global R6 OGLIX 10.66%
Invesco MainStrt SmCp R6 OSSIX 9.83%
Invesco S&P SmallCap Low Volatility ETF XSLV 8.98%
Invesco Russell 1000® Dynamic Mltfct ETF OMFL 7.55%
Invesco Core Plus Bond R6 CPBFX 7.34%
Invesco Discv Mid Cap Gr R6 OEGIX 7.00%
Invesco S&P 500® Low Volatility ETF SPLV 6.56%
Invesco S&P 500® Pure Growth ETF RPG 6.06%
Invesco International Select Equity R6 IZISX 3.56%
Invesco Intl Sml-Mid Com R6 OSCIX 3.53%

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