PrimeCap Odyssey Aggressive Growth Fund (POAGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to POAGX
POAGX charges 0.65% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among POAGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | POAGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | POAGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | POAGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | POAGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | POAGX vs VMGMX |
Best Risk-Adjusted Alternatives to POAGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | POAGX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | POAGX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | POAGX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | POAGX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | POAGX vs BFGFX |
Top Performing POAGX Alternatives (YTD)
POAGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | POAGX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | POAGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | POAGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | POAGX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | POAGX vs NEEGX |
Lowest Volatility Alternatives to POAGX
POAGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | POAGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | POAGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | POAGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | POAGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | POAGX vs VSNGX |
Lowest Drawdown Alternatives to POAGX
POAGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | POAGX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | POAGX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | POAGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | POAGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | POAGX vs VLEQX |
Other Mutual Funds from PRIMECAP Odyssey Funds
Most popular PRIMECAP Odyssey Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | Large Cap Growth Equities | 80 | -4.60% | Nov 1, 2004 | POAGX vs POGRX | |
| PrimeCap Odyssey Stock Fund | Large Cap Blend Equities | 83 | 1.27% | Nov 1, 2004 | POAGX vs POSKX |
Often Compared With POAGX
What investors most often compare with POAGX, 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.