FAGKX vs. POAGX
Compare and contrast key facts about Fidelity Growth Strategies Fund Class K (FAGKX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
FAGKX is managed by Fidelity. It was launched on May 9, 2008. 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: FAGKX or POAGX.
Correlation
The correlation between FAGKX and POAGX is 0.88, 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
FAGKX vs. POAGX - Performance Comparison
Key characteristics
FAGKX:
1.88
POAGX:
0.32
FAGKX:
2.52
POAGX:
0.54
FAGKX:
1.33
POAGX:
1.07
FAGKX:
1.20
POAGX:
0.18
FAGKX:
10.97
POAGX:
1.42
FAGKX:
2.98%
POAGX:
4.37%
FAGKX:
17.41%
POAGX:
19.43%
FAGKX:
-54.37%
POAGX:
-56.06%
FAGKX:
-7.07%
POAGX:
-29.22%
Returns By Period
In the year-to-date period, FAGKX achieves a 30.34% return, which is significantly higher than POAGX's 3.50% return. Over the past 10 years, FAGKX has outperformed POAGX with an annualized return of 8.93%, while POAGX has yielded a comparatively lower 3.11% annualized return.
FAGKX
30.34%
-1.94%
15.58%
30.67%
7.50%
8.93%
POAGX
3.50%
-7.92%
-2.29%
4.05%
-0.43%
3.11%
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FAGKX vs. POAGX - Expense Ratio Comparison
FAGKX has a 0.52% expense ratio, which is lower than POAGX's 0.65% expense ratio.
Risk-Adjusted Performance
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.
Dividends
FAGKX vs. POAGX - Dividend Comparison
FAGKX's dividend yield for the trailing twelve months is around 0.12%, while POAGX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Growth Strategies Fund Class K | 0.12% | 0.16% | 0.00% | 0.00% | 0.00% | 0.54% | 0.90% | 0.50% | 0.68% | 0.29% | 0.92% | 0.38% |
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% | 0.00% |
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.
Volatility
FAGKX vs. POAGX - Volatility Comparison
The current volatility for Fidelity Growth Strategies Fund Class K (FAGKX) is 7.15%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 9.84%. This indicates that FAGKX 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.