POAGX vs. LEXCX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Voya Corporate Leaders Trust Fund (LEXCX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or LEXCX.
Key characteristics
| POAGX | LEXCX | |
|---|---|---|
| YTD Return | 8.60% | 6.47% |
| 1Y Return | 22.74% | 12.89% |
| 3Y Return (Ann) | -1.20% | 9.78% |
| 5Y Return (Ann) | 10.32% | 11.16% |
| 10Y Return (Ann) | 11.09% | 9.27% |
| Sharpe Ratio | 1.57 | 1.23 |
| Sortino Ratio | 2.18 | 1.79 |
| Omega Ratio | 1.28 | 1.21 |
| Calmar Ratio | 1.19 | 1.71 |
| Martin Ratio | 6.85 | 4.19 |
| Ulcer Index | 3.99% | 3.47% |
| Daily Std Dev | 17.43% | 11.86% |
| Max Drawdown | -55.77% | -50.42% |
| Current Drawdown | -3.57% | -7.10% |
Correlation
The correlation between POAGX and LEXCX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
POAGX vs. LEXCX - Performance Comparison
In the year-to-date period, POAGX achieves a 8.60% return, which is significantly higher than LEXCX's 6.47% return. Over the past 10 years, POAGX has outperformed LEXCX with an annualized return of 11.09%, while LEXCX has yielded a comparatively lower 9.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POAGX vs. LEXCX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Risk-Adjusted Performance
POAGX vs. LEXCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Voya Corporate Leaders Trust Fund (LEXCX). 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. LEXCX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 5.11%, more than LEXCX's 1.54% 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% |
LEXCX Voya Corporate Leaders Trust Fund | 1.54% | 1.58% | 1.65% | 1.54% | 1.91% | 2.78% | 2.03% | 1.79% | 3.93% | 2.37% | 5.64% | 1.53% |
Drawdowns
POAGX vs. LEXCX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for POAGX and LEXCX. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. LEXCX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 4.67% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.18%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.