DVSMX vs. POAGX
Compare and contrast key facts about Driehaus Small Cap Growth Fund (DVSMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
DVSMX is managed by Driehaus. It was launched on Aug 21, 2017. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVSMX or POAGX.
Correlation
The correlation between DVSMX and POAGX is 0.87, 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.
Performance
DVSMX vs. POAGX - Performance Comparison
Key characteristics
DVSMX:
1.31
POAGX:
0.26
DVSMX:
1.85
POAGX:
0.46
DVSMX:
1.23
POAGX:
1.06
DVSMX:
0.67
POAGX:
0.15
DVSMX:
7.20
POAGX:
1.15
DVSMX:
4.14%
POAGX:
4.43%
DVSMX:
22.72%
POAGX:
19.38%
DVSMX:
-53.84%
POAGX:
-56.06%
DVSMX:
-25.80%
POAGX:
-28.52%
Returns By Period
In the year-to-date period, DVSMX achieves a 28.12% return, which is significantly higher than POAGX's 4.52% return.
DVSMX
28.12%
-7.44%
9.40%
28.26%
8.63%
N/A
POAGX
4.52%
-8.69%
-1.17%
4.77%
-0.34%
3.06%
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DVSMX vs. POAGX - Expense Ratio Comparison
DVSMX has a 0.99% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Risk-Adjusted Performance
DVSMX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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.
Dividends
DVSMX vs. POAGX - Dividend Comparison
Neither DVSMX nor POAGX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Driehaus Small Cap Growth Fund | 0.00% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PrimeCap Odyssey Aggressive Growth Fund | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% |
Drawdowns
DVSMX vs. POAGX - Drawdown Comparison
The maximum DVSMX drawdown since its inception was -53.84%, roughly equal to the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for DVSMX and POAGX. For additional features, visit the drawdowns tool.
Volatility
DVSMX vs. POAGX - Volatility Comparison
The current volatility for Driehaus Small Cap Growth Fund (DVSMX) is 7.44%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 9.86%. This indicates that DVSMX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.