Correlation
The correlation between DVSMX and POAGX is 0.80, 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.
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.
Performance
DVSMX vs. POAGX - Performance Comparison
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Key characteristics
DVSMX:
-0.11
POAGX:
0.29
DVSMX:
0.02
POAGX:
0.57
DVSMX:
1.00
POAGX:
1.08
DVSMX:
-0.10
POAGX:
0.29
DVSMX:
-0.26
POAGX:
0.93
DVSMX:
13.58%
POAGX:
7.69%
DVSMX:
28.97%
POAGX:
24.79%
DVSMX:
-44.86%
POAGX:
-55.77%
DVSMX:
-19.64%
POAGX:
-7.04%
Returns By Period
In the year-to-date period, DVSMX achieves a -10.26% return, which is significantly lower than POAGX's -0.79% return.
DVSMX
-10.26%
3.47%
-18.22%
-3.16%
8.37%
10.48%
N/A
POAGX
-0.79%
4.79%
-4.13%
7.17%
10.87%
8.88%
9.52%
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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 Rank
DVSMX
POAGX
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.
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Dividends
DVSMX vs. POAGX - Dividend Comparison
DVSMX's dividend yield for the trailing twelve months is around 1.21%, less than POAGX's 9.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | 1.21% | 1.08% | 0.38% | 2.14% | 19.04% | 6.55% | 6.34% | 2.86% | 1.70% | 0.00% | 0.00% | 0.00% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 9.98% | 9.90% | 5.54% | 10.78% | 11.10% | 7.84% | 5.33% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% |
Drawdowns
DVSMX vs. POAGX - Drawdown Comparison
The maximum DVSMX drawdown since its inception was -44.86%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for DVSMX and POAGX.
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Volatility
DVSMX vs. POAGX - Volatility Comparison
Driehaus Small Cap Growth Fund (DVSMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX) have volatilities of 5.65% and 5.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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