POAGX vs. FLPSX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Low-Priced Stock Fund (FLPSX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or FLPSX.
Key characteristics
| POAGX | FLPSX | |
|---|---|---|
| YTD Return | 8.60% | 8.44% |
| 1Y Return | 22.74% | 19.26% |
| 3Y Return (Ann) | -1.20% | 5.95% |
| 5Y Return (Ann) | 10.32% | 11.19% |
| 10Y Return (Ann) | 11.09% | 9.20% |
| Sharpe Ratio | 1.57 | 1.83 |
| Sortino Ratio | 2.18 | 2.56 |
| Omega Ratio | 1.28 | 1.32 |
| Calmar Ratio | 1.19 | 3.06 |
| Martin Ratio | 6.85 | 10.67 |
| Ulcer Index | 3.99% | 2.16% |
| Daily Std Dev | 17.43% | 12.63% |
| Max Drawdown | -55.77% | -52.95% |
| Current Drawdown | -3.57% | -3.57% |
Correlation
The correlation between POAGX and FLPSX is 0.81, 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. FLPSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with POAGX having a 8.60% return and FLPSX slightly lower at 8.44%. Over the past 10 years, POAGX has outperformed FLPSX with an annualized return of 11.09%, while FLPSX has yielded a comparatively lower 9.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
POAGX vs. FLPSX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Risk-Adjusted Performance
POAGX vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Fidelity Low-Priced Stock Fund (FLPSX). 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. FLPSX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 5.11%, less than FLPSX's 15.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 5.11% | 5.54% | 10.78% | 11.10% | 7.84% | 10.65% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% | 1.71% |
FLPSX Fidelity Low-Priced Stock Fund | 15.05% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 8.91% | 4.85% | 5.15% | 6.91% | 7.46% |
Drawdowns
POAGX vs. FLPSX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, which is greater than FLPSX's maximum drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for POAGX and FLPSX. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. FLPSX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 4.67% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 3.14%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.