PCCOX vs. POGRX
PCCOX (T. Rowe Price U.S. Equity Research Fund I Class) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. PCCOX is passively managed, while POGRX is actively managed. Over the past 5 years, PCCOX returned 13.17%/yr vs 14.97%/yr for POGRX. Their correlation of 0.89 means they have usually moved in the same direction. PCCOX charges 0.34%/yr vs 0.66%/yr for POGRX.
Performance
PCCOX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, PCCOX achieves a 9.26% return, which is significantly lower than POGRX's 22.85% return.
PCCOX
- 1D
- 1.64%
- 1M
- -0.98%
- 6M
- 7.51%
- YTD
- 9.26%
- 1Y
- 19.92%
- 3Y*
- 19.38%
- 5Y*
- 13.17%
- 10Y*
- —
- ALL TIME*
- 15.85%
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 |
PCCOX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | 9.26% | 16.49% | 26.56% | 29.93% | -18.71% | 28.17% | 19.96% | 33.13% | -4.55% | 23.01% |
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 PCCOX and POGRX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.89 |
The correlation between PCCOX and POGRX has been stable across timeframes, ranging from 0.81 to 0.89 - a consistent structural relationship.
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Return for Risk
PCCOX vs. POGRX — Risk / Return Rank
PCCOX
POGRX
PCCOX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) 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.
| PCCOX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 3.40 | -1.49 |
| Martin ratioReturn relative to average drawdown | 8.23 | 12.40 | -4.17 |
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Drawdowns
PCCOX vs. POGRX - Drawdown Comparison
The maximum PCCOX drawdown since its inception was -34.42%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for PCCOX and POGRX.
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Drawdown Indicators
| PCCOX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.42% | -51.63% | +17.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -14.40% | +5.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.37% | -22.13% | +2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -26.85% | +1.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.29% | — |
Current DrawdownCurrent decline from peak | -2.55% | -8.22% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -7.11% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 3.95% | -1.79% |
Volatility
PCCOX vs. POGRX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) is 3.60%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.59%. This indicates that PCCOX 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
| PCCOX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 7.59% | -3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 18.17% | -7.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 21.29% | -8.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 20.21% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 20.66% | -2.00% |
PCCOX vs. POGRX - Expense Ratio Comparison
PCCOX has a 0.34% expense ratio, which is lower than POGRX's 0.66% expense ratio.
Dividends
PCCOX vs. POGRX - Dividend Comparison
PCCOX's dividend yield for the trailing twelve months is around 1.12%, less than POGRX's 20.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | 1.12% | 1.23% | 0.71% | 1.22% | 1.38% | 3.78% | 1.12% | 1.45% | 5.77% | 7.18% | 0.00% | 0.00% |
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
PCCOX and POGRX have a correlation of 0.81, 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 PCCOX (3.60%). In terms of maximum drawdown, PCCOX dropped -34.42% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.30 vs 1.36), 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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