LGRNX vs. POGRX
LGRNX (Loomis Sayles Growth Fund Class N) and POGRX (PRIMECAP Odyssey Growth Fund) are both mutual funds - LGRNX is a Large Cap Growth Equities fund actively managed by Loomis Sayles, while POGRX is a Large Cap Blend Equities fund actively managed by PRIMECAP Odyssey Funds. Both are actively managed. Over the past 10 years, LGRNX returned 15.18%/yr vs 16.41%/yr for POGRX. Their correlation of 0.81 means they have usually moved in the same direction. LGRNX charges 0.57%/yr vs 0.66%/yr for POGRX.
Performance
LGRNX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, LGRNX achieves a -6.35% return, which is significantly lower than POGRX's 22.85% return. Over the past 10 years, LGRNX has underperformed POGRX with an annualized return of 15.18%, while POGRX has yielded a comparatively higher 16.41% annualized return.
LGRNX
- 1D
- 0.94%
- 1M
- -2.44%
- 6M
- -5.85%
- YTD
- -6.35%
- 1Y
- -1.58%
- 3Y*
- 14.90%
- 5Y*
- 10.11%
- 10Y*
- 15.18%
- ALL TIME*
- 14.59%
POGRX
- 1D
- 3.85%
- 1M
- -4.02%
- 6M
- 16.81%
- YTD
- 22.85%
- 1Y
- 52.22%
- 3Y*
- 25.37%
- 5Y*
- 14.97%
- 10Y*
- 16.41%
- ALL TIME*
- 12.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LGRNX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRNX Loomis Sayles Growth Fund Class N | -6.35% | 14.13% | 35.28% | 51.48% | -27.78% | 18.73% | 31.87% | 31.86% | -2.47% | 32.75% |
POGRX PRIMECAP Odyssey Growth Fund | 22.85% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between LGRNX and POGRX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.81 |
Over the past year, the correlation between LGRNX and POGRX has dropped to 0.53 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
LGRNX vs. POGRX — Risk / Return Rank
LGRNX
POGRX
LGRNX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class N (LGRNX) 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.
| LGRNX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -3.16 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.40 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 3.40 | -3.52 |
| Martin ratioReturn relative to average drawdown | -0.31 | 12.40 | -12.71 |
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Drawdowns
LGRNX vs. POGRX - Drawdown Comparison
The maximum LGRNX drawdown since its inception was -34.65%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for LGRNX and POGRX.
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Drawdown Indicators
| LGRNX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.65% | -51.63% | +16.98% |
Max Drawdown (1Y)Largest decline over 1 year | -17.81% | -14.40% | -3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -27.30% | -22.13% | -5.17% |
Max Drawdown (5Y)Largest decline over 5 years | -34.65% | -26.85% | -7.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.65% | -35.29% | +0.64% |
Current DrawdownCurrent decline from peak | -9.47% | -8.22% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -7.11% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.31% | 3.95% | +2.36% |
Volatility
LGRNX vs. POGRX - Volatility Comparison
The current volatility for Loomis Sayles Growth Fund Class N (LGRNX) is 5.34%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.59%. This indicates that LGRNX 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
| LGRNX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 7.59% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 18.17% | -4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 21.29% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 20.21% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 20.66% | +0.32% |
LGRNX vs. POGRX - Expense Ratio Comparison
LGRNX has a 0.57% expense ratio, which is lower than POGRX's 0.66% expense ratio.
Dividends
LGRNX vs. POGRX - Dividend Comparison
LGRNX's dividend yield for the trailing twelve months is around 2.36%, less than POGRX's 20.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRNX Loomis Sayles Growth Fund Class N | 2.36% | 2.21% | 5.60% | 6.01% | 16.45% | 4.73% | 4.48% | 2.79% | 5.93% | 2.48% | 1.55% | 0.61% |
POGRX PRIMECAP Odyssey Growth Fund | 20.26% | 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
LGRNX and POGRX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (7.59%) compared to LGRNX (5.34%). In terms of maximum drawdown, LGRNX dropped -34.65% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.30 vs -0.11), 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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