POAGX vs. MMGPX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Morgan Stanley Discovery Portfolio (MMGPX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. MMGPX is managed by Morgan Stanley. It was launched on Apr 30, 2017.
Performance
POAGX vs. MMGPX - Performance Comparison
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POAGX vs. MMGPX - 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% | 29.24% |
MMGPX Morgan Stanley Discovery Portfolio | -11.10% | 12.58% | 41.83% | 44.34% | -81.34% | -11.55% | 152.67% | 40.20% | 10.89% | 28.18% |
Returns By Period
In the year-to-date period, POAGX achieves a -6.55% return, which is significantly higher than MMGPX's -11.10% 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%
MMGPX
- 1D
- 4.51%
- 1M
- -4.98%
- YTD
- -11.10%
- 6M
- -20.66%
- 1Y
- 6.81%
- 3Y*
- 20.87%
- 5Y*
- -19.56%
- 10Y*
- —
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POAGX vs. MMGPX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is higher than MMGPX's 0.04% expense ratio.
Return for Risk
POAGX vs. MMGPX — Risk / Return Rank
POAGX
MMGPX
POAGX vs. MMGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Morgan Stanley Discovery Portfolio (MMGPX). 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 | MMGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.27 | +0.99 |
Sortino ratioReturn per unit of downside risk | 1.81 | 0.62 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.28 | +1.45 |
Martin ratioReturn relative to average drawdown | 7.07 | 0.70 | +6.37 |
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 | MMGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.27 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.43 | +0.62 |
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 | 0.15 | +0.42 |
Correlation
The correlation between POAGX and MMGPX is 0.77, 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. MMGPX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 14.18%, more than MMGPX's 0.48% 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% |
MMGPX Morgan Stanley Discovery Portfolio | 0.48% | 0.43% | 0.00% | 0.00% | 0.00% | 64.53% | 7.93% | 15.63% | 28.02% | 0.00% | 0.00% | 0.00% |
Drawdowns
POAGX vs. MMGPX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, smaller than the maximum MMGPX drawdown of -87.45%. Use the drawdown chart below to compare losses from any high point for POAGX and MMGPX.
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Drawdown Indicators
| POAGX | MMGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -87.45% | +31.68% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -27.79% | +10.92% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -86.09% | +47.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | — | — |
Current DrawdownCurrent decline from peak | -13.08% | -72.93% | +59.85% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -38.71% | +29.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 11.21% | -7.08% |
Volatility
POAGX vs. MMGPX - Volatility Comparison
The current volatility for PrimeCap Odyssey Aggressive Growth Fund (POAGX) is 8.65%, while Morgan Stanley Discovery Portfolio (MMGPX) has a volatility of 9.28%. This indicates that POAGX experiences smaller price fluctuations and is considered to be less risky than MMGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAGX | MMGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 9.28% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 21.94% | -6.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 32.15% | -8.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 45.74% | -23.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 39.05% | -16.30% |