FNICX vs. POGRX

Last updated Jul 3, 2026

FNICX (Fidelity Advisor New Insights Fund Class C) and POGRX (PrimeCap Odyssey Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, FNICX returned 15.76%/yr vs 18.04%/yr for POGRX. Their correlation of 0.88 suggests significant overlap in exposure. FNICX charges 1.70%/yr vs 0.65%/yr for POGRX.

Performance

FNICX vs. POGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor New Insights Fund Class C (FNICX) and PrimeCap Odyssey Growth Fund (POGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FNICX achieves a 11.42% return, which is significantly lower than POGRX's 30.21% return. Over the past 10 years, FNICX has underperformed POGRX with an annualized return of 15.76%, while POGRX has yielded a comparatively higher 18.04% annualized return.

FNICX

• 1D: -0.79%
• 1M: 2.16%
• 6M: 11.42%
• YTD: 11.42%
• 1Y: 23.61%
• 3Y*: 25.40%
• 5Y*: 13.45%
• 10Y*: 15.76%

POGRX

• 1D: -2.73%
• 1M: 2.97%
• 6M: 30.21%
• YTD: 30.21%
• 1Y: 60.94%
• 3Y*: 29.25%
• 5Y*: 15.92%
• 10Y*: 18.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FNICX vs. POGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FNICX Fidelity Advisor New Insights Fund Class C	11.42%	19.70%	33.94%	34.88%	-26.87%	23.48%	22.72%	28.17%	-5.40%	27.10%
POGRX PrimeCap Odyssey Growth Fund	30.21%	32.99%	13.09%	23.85%	-14.61%	18.81%	17.05%	23.98%	-4.56%	32.07%

Correlation

The correlation between FNICX and POGRX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.79
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.85
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004	0.88

The correlation between FNICX and POGRX shifts across timeframes, from 0.74 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.

Return for Risk

FNICX vs. POGRX — Risk / Return Rank

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

FNICX

FNICX Risk / Return Rank: 46
FNICX Sharpe Ratio Rank: 42
FNICX Sortino Ratio Rank: 41
FNICX Omega Ratio Rank: 41
FNICX Calmar Ratio Rank: 50
FNICX Martin Ratio Rank: 57

POGRX

POGRX Risk / Return Rank: 93
POGRX Sharpe Ratio Rank: 97
POGRX Sortino Ratio Rank: 91
POGRX Omega Ratio Rank: 88
POGRX Calmar Ratio Rank: 93
POGRX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FNICX vs. POGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class C (FNICX) 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.

	FNICX	POGRX	Difference
Sharpe ratio: Return per unit of total volatility	1.53	3.11	-1.58
Sortino ratio: Return per unit of downside risk	2.16	4.01	-1.85
Omega ratio: Gain probability vs. loss probability	1.28	1.54	-0.26
Calmar ratio: Return relative to maximum drawdown	2.27	4.35	-2.09
Martin ratio: Return relative to average drawdown	9.51	18.28	-8.77

FNICX vs. POGRX - Sharpe Ratio Comparison

The current FNICX Sharpe Ratio is 1.53, which is lower than the POGRX Sharpe Ratio of 3.11. The chart below compares the historical Sharpe Ratios of FNICX and POGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FNICX vs. POGRX - Drawdown Comparison

The maximum FNICX drawdown since its inception was -50.18%, roughly equal to the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FNICX and POGRX.

Drawdown Indicators

	FNICX	POGRX	Difference
Max Drawdown Largest peak-to-trough decline	-50.18%	-51.63%	+1.45%
Max Drawdown (1Y) Largest decline over 1 year	-10.53%	-14.40%	+3.87%
Max Drawdown (3Y) Largest decline over 3 years	-21.10%	-22.13%	+1.03%
Max Drawdown (5Y) Largest decline over 5 years	-32.17%	-26.85%	-5.32%
Max Drawdown (10Y) Largest decline over 10 years	-32.17%	-35.29%	+3.12%
Current Drawdown Current decline from peak	-2.37%	-2.73%	+0.36%
Average Drawdown Average peak-to-trough decline	-7.59%	-7.11%	-0.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	3.42%	-0.91%

Volatility

FNICX vs. POGRX - Volatility Comparison

The current volatility for Fidelity Advisor New Insights Fund Class C (FNICX) is 7.56%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 10.04%. This indicates that FNICX 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.

Volatility by Period

	FNICX	POGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.56%	10.04%	-2.48%
Volatility (6M) Calculated over the trailing 6-month period	12.59%	17.23%	-4.64%
Volatility (1Y) Calculated over the trailing 1-year period	15.68%	20.19%	-4.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.32%	20.04%	-0.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.33%	20.58%	-1.25%

FNICX vs. POGRX - Expense Ratio Comparison

FNICX has a 1.70% expense ratio, which is higher than POGRX's 0.65% expense ratio.

Dividends

FNICX vs. POGRX - Dividend Comparison

FNICX's dividend yield for the trailing twelve months is around 12.26%, less than POGRX's 19.12% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FNICX Fidelity Advisor New Insights Fund Class C	12.26%	13.07%	8.12%	8.07%	21.87%	15.96%	9.88%	7.53%	16.07%	8.64%	4.45%	4.78%
POGRX PrimeCap Odyssey Growth Fund	19.12%	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

Can I hold both FNICX and POGRX in my portfolio?

FNICX and POGRX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FNICX or POGRX?

POGRX has higher volatility (10.04%) compared to FNICX (7.56%). In terms of maximum drawdown, FNICX dropped -50.18% vs POGRX's -51.63%.

Which has better risk-adjusted returns?

POGRX currently has the higher Sharpe Ratio (3.11 vs 1.53), 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.