JMIVX vs. POAGX
Compare and contrast key facts about Janus Henderson Mid Cap Value Fund (JMIVX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
JMIVX is managed by Janus Henderson. It was launched on Aug 12, 1998. 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: JMIVX or POAGX.
Correlation
The correlation between JMIVX and POAGX is 0.78, 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
JMIVX vs. POAGX - Performance Comparison
Key characteristics
Returns By Period
JMIVX
N/A
N/A
N/A
N/A
N/A
N/A
POAGX
3.45%
2.91%
5.14%
7.17%
-0.49%
3.07%
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JMIVX vs. POAGX - Expense Ratio Comparison
JMIVX has a 0.81% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Risk-Adjusted Performance
JMIVX vs. POAGX — Risk-Adjusted Performance Rank
JMIVX
POAGX
JMIVX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Mid Cap Value Fund (JMIVX) 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
JMIVX vs. POAGX - Dividend Comparison
JMIVX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 0.03%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMIVX Janus Henderson Mid Cap Value Fund | 99.99% | 99.99% | 9.13% | 6.21% | 12.02% | 1.03% | 2.36% | 15.21% | 11.43% | 10.26% | 24.65% | 30.39% |
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
JMIVX vs. POAGX - Drawdown Comparison
Volatility
JMIVX vs. POAGX - Volatility Comparison
The current volatility for Janus Henderson Mid Cap Value Fund (JMIVX) is 0.00%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 4.72%. This indicates that JMIVX 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.