POAGX vs. FAGKX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Growth Strategies Fund Class K (FAGKX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. FAGKX is managed by Fidelity. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or FAGKX.
Correlation
The correlation between POAGX and FAGKX is 0.87, 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
POAGX vs. FAGKX - Performance Comparison
Key characteristics
POAGX:
0.39
FAGKX:
1.23
POAGX:
0.62
FAGKX:
1.64
POAGX:
1.09
FAGKX:
1.23
POAGX:
0.22
FAGKX:
0.89
POAGX:
1.49
FAGKX:
5.27
POAGX:
5.11%
FAGKX:
4.47%
POAGX:
19.41%
FAGKX:
19.17%
POAGX:
-56.06%
FAGKX:
-54.37%
POAGX:
-28.28%
FAGKX:
-12.86%
Returns By Period
In the year-to-date period, POAGX achieves a 2.09% return, which is significantly lower than FAGKX's 3.73% return. Over the past 10 years, POAGX has underperformed FAGKX with an annualized return of 3.54%, while FAGKX has yielded a comparatively higher 8.63% annualized return.
POAGX
2.09%
-1.64%
-4.03%
8.23%
-0.83%
3.54%
FAGKX
3.73%
-9.66%
8.87%
23.78%
5.83%
8.63%
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POAGX vs. FAGKX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is higher than FAGKX's 0.52% expense ratio.
Risk-Adjusted Performance
POAGX vs. FAGKX — Risk-Adjusted Performance Rank
POAGX
FAGKX
POAGX vs. FAGKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Growth Strategies Fund Class K (FAGKX). 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
POAGX vs. FAGKX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 0.03%, while FAGKX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FAGKX Fidelity Growth Strategies Fund Class K | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.00% | 0.54% | 0.90% | 0.50% | 0.68% | 0.29% | 0.92% |
Drawdowns
POAGX vs. FAGKX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -56.06%, roughly equal to the maximum FAGKX drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for POAGX and FAGKX. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. FAGKX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Growth Strategies Fund Class K (FAGKX) have volatilities of 9.94% and 10.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.