POAGX vs. POGRX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and PrimeCap Odyssey Growth Fund (POGRX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or POGRX.
Correlation
The correlation between POAGX and POGRX is 0.96, 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. POGRX - Performance Comparison
Key characteristics
POAGX:
0.32
POGRX:
-0.14
POAGX:
0.54
POGRX:
-0.03
POAGX:
1.07
POGRX:
0.99
POAGX:
0.18
POGRX:
-0.15
POAGX:
1.42
POGRX:
-0.78
POAGX:
4.37%
POGRX:
4.03%
POAGX:
19.43%
POGRX:
22.43%
POAGX:
-56.06%
POGRX:
-51.63%
POAGX:
-29.22%
POGRX:
-19.47%
Returns By Period
In the year-to-date period, POAGX achieves a 3.50% return, which is significantly higher than POGRX's -5.69% return. Over the past 10 years, POAGX has underperformed POGRX with an annualized return of 3.11%, while POGRX has yielded a comparatively higher 9.58% annualized return.
POAGX
3.50%
-7.92%
-2.29%
4.05%
-0.43%
3.11%
POGRX
-5.69%
-16.43%
-12.43%
-4.76%
6.71%
9.58%
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POAGX vs. POGRX - Expense Ratio Comparison
Both POAGX and POGRX have an expense ratio of 0.65%.
Risk-Adjusted Performance
POAGX vs. POGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and PrimeCap Odyssey Growth Fund (POGRX). 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. POGRX - Dividend Comparison
Neither POAGX nor POGRX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% | 0.00% |
POGRX PrimeCap Odyssey Growth Fund | 0.00% | 0.53% | 0.62% | 0.12% | 0.41% | 0.50% | 0.35% | 0.30% | 0.48% | 0.36% | 0.63% | 0.33% |
Drawdowns
POAGX vs. POGRX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -56.06%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for POAGX and POGRX. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. POGRX - Volatility Comparison
The current volatility for PrimeCap Odyssey Aggressive Growth Fund (POAGX) is 9.84%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 18.63%. This indicates that POAGX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.