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 183 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 | POSKX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | POSKX vs VFFSX | |
| 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 | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | POSKX vs VITPX |
Best Risk-Adjusted Alternatives to POSKX
POSKX has a PortfoliosLab risk / return rank of 94. There are 2 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | POSKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | POSKX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | POSKX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | POSKX vs IGIAX | |
| Centre American Select Equity Fund | 91 | — | Dec 2011 | POSKX vs DHAMX |
Top Performing POSKX Alternatives (YTD)
POSKX is at 26.80% YTD. There are 5 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | POSKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | POSKX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | POSKX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | POSKX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | POSKX vs FLVCX |
Lowest Volatility Alternatives to POSKX
POSKX has 16.94% 1-year volatility. There are 381 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | POSKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | POSKX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | POSKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | POSKX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | POSKX vs FSUVX |
Lowest Drawdown Alternatives to POSKX
POSKX has a 1-year max drawdown of -9.99%. There are 259 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | POSKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | POSKX vs ORDNX | |
| 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 |
Other Mutual Funds from PRIMECAP Odyssey Funds
The 2 most viewed PRIMECAP Odyssey Funds mutual funds shown here include POGRX, POAGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | Large Cap Growth Equities | 94 | 31.65% | — | Nov 2004 | POSKX vs POGRX | |
| PrimeCap Odyssey Aggressive Growth Fund | Mid Cap Growth Equities | 86 | 28.13% | — | Nov 2004 | POSKX vs POAGX |
Often Compared With POSKX
Investors most often compare POSKX with XVV, SPY, ARTMX. These 20 comparison targets span 17 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