PrimeCap Odyssey Stock Fund (POSKX) 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 POSKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to POSKX
POSKX charges 0.65% annually. There are 178 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% | — | — | POSKX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | POSKX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | POSKX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | POSKX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | POSKX vs WBREOX |
Best Risk-Adjusted Alternatives to POSKX
POSKX has a PortfoliosLab risk / return rank of 91. There are 13 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 | POSKX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | POSKX vs GTLOX | |
| Davis New York Venture Fund | 95 | — | Feb 1969 | POSKX vs NYVTX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | POSKX vs VPCCX | |
| Pin Oak Equity | 94 | — | Aug 1992 | POSKX vs POGSX |
Top Performing POSKX Alternatives (YTD)
POSKX is at 20.74% YTD. There are 10 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | POSKX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.38% | — | Dec 2018 | POSKX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | POSKX vs POGRX | |
| Integrity ESG Growth & Income Fund | 23.36% | — | Jan 1995 | POSKX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.30% | — | Dec 2015 | POSKX vs RESGX |
Lowest Volatility Alternatives to POSKX
POSKX has 17.70% 1-year volatility. There are 379 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | POSKX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | POSKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.20% | — | Jul 2012 | POSKX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | POSKX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.31% | — | Feb 2012 | POSKX vs SILVX |
Lowest Drawdown Alternatives to POSKX
POSKX has a 1-year max drawdown of -9.99%. There are 255 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 | POSKX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | POSKX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | POSKX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | POSKX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | POSKX vs AMFEX |
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 | 80 | 21.41% | — | Nov 2004 | POSKX vs POAGX |
Often Compared With POSKX
Investors most often compare POSKX with XVV, ARTMX, SPY. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare POSKX with Any Fund or Stock
Compare POSKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POSKX with funds that move differently
PrimeCap Odyssey Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POSKX.
Explore POSKX Diversifiers