POAGX vs. FMDGX
POAGX (PRIMECAP Odyssey Aggressive Growth Fund) and FMDGX (Fidelity Mid Cap Growth Index Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, POAGX returned 9.22%/yr vs 4.37%/yr for FMDGX. Their correlation of 0.89 means they have usually moved in the same direction. POAGX charges 0.66%/yr vs 0.05%/yr for FMDGX.
Performance
POAGX vs. FMDGX - Performance Comparison
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Returns By Period
In the year-to-date period, POAGX achieves a 19.40% return, which is significantly higher than FMDGX's 0.31% return.
POAGX
- 1D
- -0.78%
- 1M
- -4.47%
- 6M
- 12.65%
- YTD
- 19.40%
- 1Y
- 46.68%
- 3Y*
- 21.62%
- 5Y*
- 9.22%
- 10Y*
- 14.67%
- ALL TIME*
- 14.02%
FMDGX
- 1D
- -0.28%
- 1M
- -4.14%
- 6M
- 0.83%
- YTD
- 0.31%
- 1Y
- -1.05%
- 3Y*
- 12.08%
- 5Y*
- 4.37%
- 10Y*
- —
- ALL TIME*
- 9.95%
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 |
POAGX vs. FMDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 19.40% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 3.72% |
FMDGX Fidelity Mid Cap Growth Index Fund | 0.31% | 8.60% | 22.03% | 25.79% | -26.67% | 12.67% | 34.84% | 4.63% |
Correlation
The correlation between POAGX and FMDGX is 0.83, 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. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2019 | 0.89 |
The correlation between POAGX and FMDGX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
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Return for Risk
POAGX vs. FMDGX — Risk / Return Rank
POAGX
FMDGX
POAGX vs. FMDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PRIMECAP Odyssey Aggressive Growth Fund (POAGX) and Fidelity Mid Cap Growth Index Fund (FMDGX). 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.
| POAGX | FMDGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.02 | ||
| Sortino ratioReturn per unit of downside risk | +2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.99 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | -0.18 | +2.85 |
| Martin ratioReturn relative to average drawdown | 9.61 | -0.51 | +10.12 |
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Drawdowns
POAGX vs. FMDGX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, which is greater than FMDGX's maximum drawdown of -38.59%. Use the drawdown chart below to compare losses from any high point for POAGX and FMDGX.
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Drawdown Indicators
| POAGX | FMDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -38.59% | -17.18% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -14.75% | -2.12% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -25.30% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -38.59% | -0.21% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | — | — |
Current DrawdownCurrent decline from peak | -8.96% | -6.46% | -2.50% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -11.02% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 5.30% | -0.62% |
Volatility
POAGX vs. FMDGX - Volatility Comparison
PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 8.24% compared to Fidelity Mid Cap Growth Index Fund (FMDGX) at 5.09%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than FMDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAGX | FMDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 5.09% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 20.54% | 13.99% | +6.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 17.60% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.58% | 22.53% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.15% | 24.22% | -1.07% |
POAGX vs. FMDGX - Expense Ratio Comparison
POAGX has a 0.66% expense ratio, which is higher than FMDGX's 0.05% expense ratio.
Dividends
POAGX vs. FMDGX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 11.10%, more than FMDGX's 1.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMDGX Fidelity Mid Cap Growth Index Fund | 1.85% | 1.85% | 0.47% | 0.63% | 0.81% | 6.43% | 0.36% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 11.10% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
Frequently Asked Questions
POAGX and FMDGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POAGX has higher volatility (8.24%) compared to FMDGX (5.09%). In terms of maximum drawdown, POAGX dropped -55.77% vs FMDGX's -38.59%.
POAGX currently has the higher Sharpe Ratio (1.86 vs -0.15), 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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