POAGX vs. FIDGX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. FIDGX is managed by Fidelity. It was launched on Feb 1, 2017.
Performance
POAGX vs. FIDGX - Performance Comparison
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POAGX vs. FIDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | -6.55% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 28.12% |
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | -0.82% | 11.29% | 20.67% | 19.17% | -25.25% | 10.63% | 36.52% | 36.54% | -4.45% | 22.27% |
Returns By Period
In the year-to-date period, POAGX achieves a -6.55% return, which is significantly lower than FIDGX's -0.82% return.
POAGX
- 1D
- 4.56%
- 1M
- -7.93%
- YTD
- -6.55%
- 6M
- -0.22%
- 1Y
- 30.59%
- 3Y*
- 15.20%
- 5Y*
- 4.33%
- 10Y*
- 12.72%
FIDGX
- 1D
- 4.93%
- 1M
- -6.50%
- YTD
- -0.82%
- 6M
- 2.26%
- 1Y
- 24.18%
- 3Y*
- 13.98%
- 5Y*
- 4.26%
- 10Y*
- —
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POAGX vs. FIDGX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is lower than FIDGX's 0.90% expense ratio.
Return for Risk
POAGX vs. FIDGX — Risk / Return Rank
POAGX
FIDGX
POAGX vs. FIDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX). 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.
| POAGX | FIDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.97 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.47 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.70 | +0.03 |
Martin ratioReturn relative to average drawdown | 7.07 | 6.38 | +0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POAGX | FIDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.97 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.18 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.52 | +0.05 |
Correlation
The correlation between POAGX and FIDGX is 0.91, 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.
Dividends
POAGX vs. FIDGX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 14.18%, more than FIDGX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 14.18% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 6.36% | 6.31% | 1.49% | 0.00% | 0.00% | 19.26% | 8.17% | 5.27% | 14.38% | 6.92% | 0.00% | 0.00% |
Drawdowns
POAGX vs. FIDGX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, which is greater than FIDGX's maximum drawdown of -38.99%. Use the drawdown chart below to compare losses from any high point for POAGX and FIDGX.
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Drawdown Indicators
| POAGX | FIDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -38.99% | -16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -13.78% | -3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -38.99% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | — | — |
Current DrawdownCurrent decline from peak | -13.08% | -8.81% | -4.27% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -10.96% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 3.68% | +0.45% |
Volatility
POAGX vs. FIDGX - Volatility Comparison
The current volatility for PrimeCap Odyssey Aggressive Growth Fund (POAGX) is 8.65%, while Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) has a volatility of 9.91%. This indicates that POAGX experiences smaller price fluctuations and is considered to be less risky than FIDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAGX | FIDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 9.91% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 16.75% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 24.94% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 23.43% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 23.36% | -0.61% |