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FAGKX vs. POAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAGKX 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.


-0.50.00.51.00.9

Performance

FAGKX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies Fund Class K (FAGKX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
4.89%
0.56%
FAGKX
POAGX

Key characteristics

Sharpe Ratio

FAGKX:

0.71

POAGX:

0.32

Sortino Ratio

FAGKX:

1.01

POAGX:

0.54

Omega Ratio

FAGKX:

1.14

POAGX:

1.07

Calmar Ratio

FAGKX:

0.64

POAGX:

0.18

Martin Ratio

FAGKX:

2.65

POAGX:

1.09

Ulcer Index

FAGKX:

5.43%

POAGX:

5.80%

Daily Std Dev

FAGKX:

20.42%

POAGX:

19.58%

Max Drawdown

FAGKX:

-54.37%

POAGX:

-56.06%

Current Drawdown

FAGKX:

-14.48%

POAGX:

-27.25%

Returns By Period

In the year-to-date period, FAGKX achieves a 1.80% return, which is significantly lower than POAGX's 3.56% return. Over the past 10 years, FAGKX has outperformed POAGX with an annualized return of 7.50%, while POAGX has yielded a comparatively lower 2.76% annualized return.


FAGKX

YTD

1.80%

1M

-6.26%

6M

4.90%

1Y

12.19%

5Y*

5.13%

10Y*

7.50%

POAGX

YTD

3.56%

1M

-1.62%

6M

0.55%

1Y

5.21%

5Y*

-0.36%

10Y*

2.76%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAGKX vs. POAGX - Expense Ratio Comparison

FAGKX has a 0.52% expense ratio, which is lower than POAGX's 0.65% expense ratio.


POAGX
PrimeCap Odyssey Aggressive Growth Fund
Expense ratio chart for POAGX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for FAGKX: current value at 0.52% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.52%

Risk-Adjusted Performance

FAGKX vs. POAGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAGKX
The Risk-Adjusted Performance Rank of FAGKX is 3838
Overall Rank
The Sharpe Ratio Rank of FAGKX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGKX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of FAGKX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of FAGKX is 4848
Calmar Ratio Rank
The Martin Ratio Rank of FAGKX is 4141
Martin Ratio Rank

POAGX
The Risk-Adjusted Performance Rank of POAGX is 1717
Overall Rank
The Sharpe Ratio Rank of POAGX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of POAGX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of POAGX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of POAGX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of POAGX is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FAGKX vs. POAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) 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.


Sharpe ratio
The chart of Sharpe ratio for FAGKX, currently valued at 0.71, compared to the broader market-1.000.001.002.003.004.000.710.32
The chart of Sortino ratio for FAGKX, currently valued at 1.01, compared to the broader market0.002.004.006.008.0010.0012.001.010.54
The chart of Omega ratio for FAGKX, currently valued at 1.14, compared to the broader market1.002.003.004.001.141.07
The chart of Calmar ratio for FAGKX, currently valued at 0.64, compared to the broader market0.005.0010.0015.0020.000.640.18
The chart of Martin ratio for FAGKX, currently valued at 2.65, compared to the broader market0.0020.0040.0060.0080.002.651.09
FAGKX
POAGX

The current FAGKX Sharpe Ratio is 0.71, which is higher than the POAGX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FAGKX and POAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.71
0.32
FAGKX
POAGX

Dividends

FAGKX vs. POAGX - Dividend Comparison

FAGKX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 0.03%.


TTM20242023202220212020201920182017201620152014
FAGKX
Fidelity Growth Strategies Fund Class K
0.00%0.00%0.16%0.00%0.00%0.00%0.54%0.90%0.50%0.68%0.29%0.92%
POAGX
PrimeCap Odyssey Aggressive Growth Fund
0.03%0.03%0.02%0.00%0.00%0.00%0.00%0.07%0.00%0.00%0.01%0.17%

Drawdowns

FAGKX vs. POAGX - Drawdown Comparison

The maximum FAGKX drawdown since its inception was -54.37%, roughly equal to the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for FAGKX and POAGX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-14.48%
-27.25%
FAGKX
POAGX

Volatility

FAGKX vs. POAGX - Volatility Comparison

Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 7.73% compared to PrimeCap Odyssey Aggressive Growth Fund (POAGX) at 5.10%. This indicates that FAGKX's price experiences larger fluctuations and is considered to be riskier than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
7.73%
5.10%
FAGKX
POAGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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