| BUFDX | DIVGX | |
|---|---|---|
| Total return | +238.06% | +131.76% |
| Annualised (CAGR) | +12.96% | +11.89% |
| Volatility (annualised) | +13.96% | +13.59% |
| Sharpe (rf = 0) | 0.93 | 0.88 |
| Deepest drawdown | -33.10% | -32.33% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 | 2020-02-18 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.14% (as of 2026-10-23) | 24.29% (as of 2026-10-23) |
Income: over the last 12 months DIVGX distributed 24.29% of its price and BUFDX 1.14% (percentages as of 2026-10-23 / 2026-10-23). Those are past distributions, not a promise of future income — and a lower-paying fund can still end up ahead once price changes are included; see how we count dividends.
Same window, same method: BUFDX fell further at its worst (-33.10%) than DIVGX (-32.33%). That difference — not the headline return — is usually what decides whether an investor stays in the fund through the bad part.
| Year | BUFDX | DIVGX |
|---|---|---|
| 2026 | +13.60% | +11.66% | ▲
| 2025 | +8.40% | +13.45% | ▼
| 2024 | +20.13% | +16.20% | ▲
| 2023 | +20.06% | +19.48% | ▲
| 2022 | -8.75% | -14.64% | ▲
| 2021 | +20.97% | +27.43% | ▼
| 2020 | +16.64% | +9.48% | ▲
| 2019 | +27.66% | +10.67% | ▲
| 2018 | -5.05% | — |
| 2017 | +17.65% | — |
| 2016 | +3.67% | — |
It does not say which one to own. Two funds can look identical here and differ in what they hold, how they are taxed, or how they behave in the next drawdown.
More comparisons: HDV vs VYM · JEPI vs JEPQ · SCHD vs VYM · Related funds: BUFDX · DIVGX · Funds · all comparisons