FLPSX vs. POAGX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989. 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: FLPSX or POAGX.
Performance
FLPSX vs. POAGX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FLPSX having a 10.41% return and POAGX slightly higher at 10.67%. Over the past 10 years, FLPSX has outperformed POAGX with an annualized return of 9.26%, while POAGX has yielded a comparatively lower 3.48% annualized return.
FLPSX
10.41%
-1.75%
0.93%
19.14%
11.30%
9.26%
POAGX
10.67%
-0.86%
4.40%
14.71%
0.84%
3.48%
Key characteristics
| FLPSX | POAGX | |
|---|---|---|
| Sharpe Ratio | 1.54 | 0.78 |
| Sortino Ratio | 2.18 | 1.14 |
| Omega Ratio | 1.27 | 1.15 |
| Calmar Ratio | 2.58 | 0.41 |
| Martin Ratio | 8.87 | 3.15 |
| Ulcer Index | 2.19% | 4.53% |
| Daily Std Dev | 12.58% | 18.29% |
| Max Drawdown | -52.95% | -56.06% |
| Current Drawdown | -3.04% | -24.32% |
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FLPSX vs. POAGX - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Correlation
The correlation between FLPSX and POAGX is 0.81, 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.
Risk-Adjusted Performance
FLPSX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) 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
FLPSX vs. POAGX - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 2.15%, more than POAGX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 2.15% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% | 0.00% |
Drawdowns
FLPSX vs. POAGX - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -52.95%, smaller than the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for FLPSX and POAGX. For additional features, visit the drawdowns tool.
Volatility
FLPSX vs. POAGX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund (FLPSX) is 4.21%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 6.12%. This indicates that FLPSX 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.