FZAHX vs. POGRX
FZAHX (Fidelity Advisor Growth Opportunities Fund Class Z) and POGRX (PrimeCap Odyssey Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, FZAHX returned 22.81%/yr vs 18.21%/yr for POGRX. Their correlation of 0.87 suggests significant overlap in exposure. FZAHX charges 0.67%/yr vs 0.65%/yr for POGRX.
Performance
FZAHX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FZAHX achieves a 12.40% return, which is significantly lower than POGRX's 27.73% return. Over the past 10 years, FZAHX has outperformed POGRX with an annualized return of 22.81%, while POGRX has yielded a comparatively lower 18.21% annualized return.
FZAHX
- 1D
- -2.53%
- 1M
- 0.13%
- YTD
- 12.40%
- 6M
- 11.01%
- 1Y
- 30.11%
- 3Y*
- 30.06%
- 5Y*
- 11.35%
- 10Y*
- 22.81%
POGRX
- 1D
- -2.98%
- 1M
- 6.06%
- YTD
- 27.73%
- 6M
- 25.64%
- 1Y
- 60.78%
- 3Y*
- 29.04%
- 5Y*
- 15.61%
- 10Y*
- 18.21%
FZAHX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 12.40% | 22.61% | 39.23% | 45.70% | -38.18% | 11.74% | 69.25% | 40.80% | 15.25% | 35.10% |
POGRX PrimeCap Odyssey Growth Fund | 27.73% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between FZAHX 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 | 0.80 |
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 Aug 20, 2013 | 0.87 |
The correlation between FZAHX and POGRX shifts across timeframes, from 0.74 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FZAHX vs. POGRX — Risk / Return Rank
FZAHX
POGRX
FZAHX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) 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.
| FZAHX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -2.00 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.57 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 4.44 | -2.44 |
| Martin ratioReturn relative to average drawdown | 7.38 | 18.70 | -11.33 |
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Drawdowns
FZAHX vs. POGRX - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -44.45%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FZAHX and POGRX.
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Drawdown Indicators
| FZAHX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -51.63% | +7.18% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -14.40% | -1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -26.58% | -22.13% | -4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | -26.85% | -17.60% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -35.29% | -9.16% |
Current DrawdownCurrent decline from peak | -3.93% | -2.98% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -7.12% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.41% | +0.94% |
Volatility
FZAHX vs. POGRX - Volatility Comparison
The current volatility for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) is 8.71%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 9.45%. This indicates that FZAHX 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
| FZAHX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.71% | 9.45% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 15.99% | 16.71% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 19.75% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.08% | 19.95% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.99% | 20.58% | +3.41% |
FZAHX vs. POGRX - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than POGRX's 0.65% expense ratio.
Dividends
FZAHX vs. POGRX - Dividend Comparison
FZAHX's dividend yield for the trailing twelve months is around 3.21%, less than POGRX's 19.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 3.21% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
POGRX PrimeCap Odyssey Growth Fund | 19.49% | 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
FZAHX 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.
POGRX has higher volatility (9.45%) compared to FZAHX (8.71%). In terms of maximum drawdown, FZAHX dropped -44.45% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (3.24 vs 1.62), 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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