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 190 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | POGRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | POGRX vs VFFSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | POGRX vs SSSYX |
Best Risk-Adjusted Alternatives to POGRX
POGRX has a PortfoliosLab risk / return rank of 90. There are 5 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | POGRX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | POGRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | POGRX vs VPMAX | |
| Pin Oak Equity | 91 | — | Aug 1992 | POGRX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | POGRX vs GTLOX |
Top Performing POGRX Alternatives (YTD)
POGRX is at 27.40% YTD. There is 1 mutual fund in the Large Cap Blend Equities category with a higher YTD return, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | POGRX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | POGRX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | POGRX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | POGRX vs RESGX | |
| PrimeCap Odyssey Stock Fund | 22.82% | — | Nov 2004 | POGRX vs POSKX |
Lowest Volatility Alternatives to POGRX
POGRX has 20.37% 1-year volatility. There are 397 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 | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | POGRX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | POGRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | POGRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | POGRX vs JEPIX |
Lowest Drawdown Alternatives to POGRX
POGRX has a 1-year max drawdown of -14.40%. There are 383 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 | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | POGRX vs ORDNX | |
| 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 |
Other Mutual Funds from PRIMECAP Odyssey Funds
The 1 most viewed PRIMECAP Odyssey Funds mutual funds shown here include POAGX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PrimeCap Odyssey Aggressive Growth Fund | Mid Cap Growth Equities | 79 | 24.87% | — | Nov 2004 | POGRX vs POAGX |
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