CFIMX vs. POGRX
Compare and contrast key facts about Clipper Fund (CFIMX) and PrimeCap Odyssey Growth Fund (POGRX).
CFIMX is managed by Clipper Fund. It was launched on Feb 29, 1984. POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Performance
CFIMX vs. POGRX - Performance Comparison
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CFIMX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIMX Clipper Fund | -3.84% | 27.39% | 19.40% | 31.59% | -18.80% | 17.76% | 9.96% | 29.66% | -12.90% | 17.69% |
POGRX PrimeCap Odyssey Growth Fund | -8.17% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Returns By Period
In the year-to-date period, CFIMX achieves a -3.84% return, which is significantly higher than POGRX's -8.17% return. Over the past 10 years, CFIMX has underperformed POGRX with an annualized return of 12.37%, while POGRX has yielded a comparatively higher 13.80% annualized return.
CFIMX
- 1D
- 0.26%
- 1M
- -6.54%
- YTD
- -3.84%
- 6M
- 4.67%
- 1Y
- 20.84%
- 3Y*
- 22.64%
- 5Y*
- 10.50%
- 10Y*
- 12.37%
POGRX
- 1D
- -1.43%
- 1M
- -10.73%
- YTD
- -8.17%
- 6M
- -0.34%
- 1Y
- 26.71%
- 3Y*
- 17.28%
- 5Y*
- 9.28%
- 10Y*
- 13.80%
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CFIMX vs. POGRX - Expense Ratio Comparison
CFIMX has a 0.71% expense ratio, which is higher than POGRX's 0.65% expense ratio.
Return for Risk
CFIMX vs. POGRX — Risk / Return Rank
CFIMX
POGRX
CFIMX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clipper Fund (CFIMX) and PrimeCap Odyssey Growth Fund (POGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CFIMX | POGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.21 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.74 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.67 | -0.13 |
Martin ratioReturn relative to average drawdown | 6.69 | 6.52 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CFIMX | POGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.21 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.48 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.68 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.58 | +0.03 |
Correlation
The correlation between CFIMX and POGRX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CFIMX vs. POGRX - Dividend Comparison
CFIMX's dividend yield for the trailing twelve months is around 8.64%, less than POGRX's 27.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIMX Clipper Fund | 8.64% | 8.31% | 13.43% | 6.10% | 5.67% | 13.79% | 2.45% | 1.46% | 10.12% | 5.95% | 10.43% | 0.71% |
POGRX PrimeCap Odyssey Growth Fund | 27.11% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Drawdowns
CFIMX vs. POGRX - Drawdown Comparison
The maximum CFIMX drawdown since its inception was -66.07%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for CFIMX and POGRX.
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Drawdown Indicators
| CFIMX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.07% | -51.63% | -14.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -14.40% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -30.80% | -26.85% | -3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.24% | -35.29% | -1.95% |
Current DrawdownCurrent decline from peak | -8.01% | -14.40% | +6.39% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -7.17% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.69% | -0.97% |
Volatility
CFIMX vs. POGRX - Volatility Comparison
The current volatility for Clipper Fund (CFIMX) is 4.01%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 6.38%. This indicates that CFIMX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIMX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 6.38% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.64% | 13.13% | -3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 21.91% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | 19.22% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 20.29% | -0.66% |