PrimeCap Odyssey Growth Fund (POGRX) belongs to the Large 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 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 0.65% annually. There are 107 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | POGRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | POGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | POGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | POGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | POGRX vs VIGAX |
Best Risk-Adjusted Alternatives to POGRX
POGRX has a PortfoliosLab risk / return rank of 93. There is 1 mutual fund in the Large Cap Growth Equities category with a higher risk-adjusted rank, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | POGRX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | POGRX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | POGRX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | POGRX vs VHCAX | |
| Fidelity Series Growth Company Fund | 90 | — | Nov 2013 | POGRX vs FCGSX |
Top Performing POGRX Alternatives (YTD)
POGRX is at 29.75% YTD. There are 6 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | POGRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | POGRX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | POGRX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | POGRX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | POGRX vs CTCAX |
Lowest Volatility Alternatives to POGRX
POGRX has 19.47% 1-year volatility. There are 348 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | POGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | POGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | POGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | POGRX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | POGRX vs BLUEX |
Lowest Drawdown Alternatives to POGRX
POGRX has a 1-year max drawdown of -14.40%. There are 193 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | POGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | POGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | POGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | POGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | POGRX vs DNVYX |
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 | 83 | 26.43% | — | Nov 2004 | POGRX vs POAGX | |
| PrimeCap Odyssey Stock Fund | Large Cap Blend Equities | 93 | 25.29% | — | Nov 2004 | POGRX vs POSKX |
Often Compared With POGRX
Investors most often compare POGRX with SPY, VOO, VHCOX. These 20 comparison targets span 10 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