PrimeCap Odyssey Aggressive Growth Fund (POAGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to POAGX
POAGX charges 0.65% annually. There are 25 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | POAGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | POAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | POAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | POAGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | POAGX vs VMFGX |
Best Risk-Adjusted Alternatives to POAGX
POAGX has a PortfoliosLab risk / return rank of 86. There are 4 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | POAGX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | POAGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | POAGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | POAGX vs TAAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | POAGX vs MGOYX |
Top Performing POAGX Alternatives (YTD)
POAGX is at 28.13% YTD. There are 7 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | POAGX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | POAGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | POAGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | POAGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | POAGX vs OEGYX |
Lowest Volatility Alternatives to POAGX
POAGX has 22.23% 1-year volatility. There are 140 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | POAGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | POAGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | POAGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | POAGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | POAGX vs RIPIX |
Lowest Drawdown Alternatives to POAGX
POAGX has a 1-year max drawdown of -16.87%. There are 128 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | POAGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | POAGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | POAGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | POAGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | POAGX vs SECUX |
Other Mutual Funds from PRIMECAP Odyssey Funds
The 2 most viewed PRIMECAP Odyssey Funds mutual funds shown here include POGRX, POSKX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | Large Cap Growth Equities | 94 | 31.65% | — | Nov 2004 | POAGX vs POGRX | |
| PrimeCap Odyssey Stock Fund | Large Cap Blend Equities | 94 | 26.80% | — | Nov 2004 | POAGX vs POSKX |
Often Compared With POAGX
Investors most often compare POAGX with VO, VIMSX, FLPSX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare POAGX with Any Fund or Stock
Compare POAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POAGX with funds that move differently
PrimeCap Odyssey Aggressive Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POAGX.
Explore POAGX Diversifiers