EVTMX vs. POGRX
EVTMX (Eaton Vance Dividend Builder Fund) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. Over the past 10 years, EVTMX returned 11.56%/yr vs 16.39%/yr for POGRX. Their correlation of 0.82 means they have usually moved in the same direction. EVTMX charges 0.99%/yr vs 0.66%/yr for POGRX.
Performance
EVTMX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, EVTMX achieves a 10.93% return, which is significantly lower than POGRX's 23.81% return. Over the past 10 years, EVTMX has underperformed POGRX with an annualized return of 11.56%, while POGRX has yielded a comparatively higher 16.39% annualized return.
EVTMX
- 1D
- 0.52%
- 1M
- 1.11%
- 6M
- 7.86%
- YTD
- 10.93%
- 1Y
- 12.54%
- 3Y*
- 13.26%
- 5Y*
- 8.27%
- 10Y*
- 11.56%
- ALL TIME*
- 10.48%
POGRX
- 1D
- 1.20%
- 1M
- -3.28%
- 6M
- 17.32%
- YTD
- 23.81%
- 1Y
- 51.20%
- 3Y*
- 26.63%
- 5Y*
- 15.00%
- 10Y*
- 16.39%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EVTMX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 10.93% | 8.33% | 14.27% | 11.16% | -9.94% | 24.40% | 12.33% | 36.21% | -5.39% | 18.90% |
POGRX PRIMECAP Odyssey Growth Fund | 23.81% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between EVTMX and POGRX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004 | 0.82 |
The correlation between EVTMX and POGRX shifts across timeframes, from 0.63 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EVTMX vs. POGRX — Risk / Return Rank
EVTMX
POGRX
EVTMX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVTMX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.44 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 3.73 | -1.68 |
| Martin ratioReturn relative to average drawdown | 7.20 | 13.37 | -6.17 |
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Drawdowns
EVTMX vs. POGRX - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -53.74%, roughly equal to the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for EVTMX and POGRX.
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Drawdown Indicators
| EVTMX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -51.63% | -2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -14.40% | +7.45% |
Max Drawdown (3Y)Largest decline over 3 years | -14.73% | -22.13% | +7.40% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -26.85% | +6.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -35.29% | +0.36% |
Current DrawdownCurrent decline from peak | -0.12% | -7.51% | +7.39% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -7.11% | -2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 4.01% | -2.04% |
Volatility
EVTMX vs. POGRX - Volatility Comparison
The current volatility for Eaton Vance Dividend Builder Fund (EVTMX) is 2.33%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.16%. This indicates that EVTMX 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
| EVTMX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.33% | 7.16% | -4.83% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 18.10% | -10.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.38% | 21.28% | -10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 20.22% | -6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 20.67% | -4.29% |
EVTMX vs. POGRX - Expense Ratio Comparison
EVTMX has a 0.99% expense ratio, which is higher than POGRX's 0.66% expense ratio.
Dividends
EVTMX vs. POGRX - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 8.32%, less than POGRX's 20.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 8.32% | 9.07% | 7.40% | 3.25% | 29.74% | 6.44% | 2.62% | 8.36% | 10.71% | 9.99% | 5.81% | 11.41% |
POGRX PRIMECAP Odyssey Growth Fund | 20.10% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Frequently Asked Questions
EVTMX and POGRX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (7.16%) compared to EVTMX (2.33%). In terms of maximum drawdown, EVTMX dropped -53.74% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.53 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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