PRIMECAP Odyssey Growth Fund (POGRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to POGRX
POGRX charges 0.66% annually. There are 184 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | POGRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | POGRX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | POGRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | POGRX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | POGRX vs VSMPX |
Best Risk-Adjusted Alternatives to POGRX
POGRX has a PortfoliosLab risk / return rank of 89. There are 10 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | POGRX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | POGRX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | POGRX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | POGRX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | POGRX vs POGSX |
Top Performing POGRX Alternatives (YTD)
POGRX is at 22.85% YTD. There are 2 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | POGRX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | POGRX vs FTZIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | POGRX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | POGRX vs IGIAX | |
| Rock Oak Core Growth Fund | 20.84% | — | Dec 2004 | POGRX vs RCKSX |
Lowest Volatility Alternatives to POGRX
POGRX has 21.29% 1-year volatility. There are 389 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | POGRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | POGRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | POGRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | POGRX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | POGRX vs SILVX |
Lowest Drawdown Alternatives to POGRX
POGRX has a 1-year max drawdown of -14.40%. There are 372 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | POGRX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | POGRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | POGRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | POGRX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | POGRX vs AMFEX |
Other Mutual Funds from PRIMECAP Odyssey Funds
The 2 most viewed PRIMECAP Odyssey Funds mutual funds shown here include POAGX, POSKX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PRIMECAP Odyssey Aggressive Growth Fund | Mid Cap Growth Equities | 78 | 20.34% | — | Nov 2004 | POGRX vs POAGX | |
| PrimeCap Odyssey Stock Fund | Large Cap Blend Equities | 88 | 19.75% | — | Nov 2004 | POGRX vs POSKX |
Often Compared With POGRX
Investors most often compare POGRX with SPY, VOO, VHCOX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare POGRX with Any Fund or Stock
Compare POGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POGRX with funds that move differently
PRIMECAP Odyssey Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POGRX.
Explore POGRX Diversifiers