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POAGX vs. RPMGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between POAGX and RPMGX is 0.85, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

POAGX vs. RPMGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Aggressive Growth Fund (POAGX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
269.70%
85.16%
POAGX
RPMGX

Key characteristics

Sharpe Ratio

POAGX:

-0.14

RPMGX:

-0.46

Sortino Ratio

POAGX:

-0.02

RPMGX:

-0.48

Omega Ratio

POAGX:

1.00

RPMGX:

0.93

Calmar Ratio

POAGX:

-0.09

RPMGX:

-0.25

Martin Ratio

POAGX:

-0.37

RPMGX:

-0.92

Ulcer Index

POAGX:

9.91%

RPMGX:

10.67%

Daily Std Dev

POAGX:

25.73%

RPMGX:

21.40%

Max Drawdown

POAGX:

-56.06%

RPMGX:

-58.69%

Current Drawdown

POAGX:

-35.54%

RPMGX:

-32.35%

Returns By Period

The year-to-date returns for both stocks are quite close, with POAGX having a -8.24% return and RPMGX slightly lower at -8.60%. Over the past 10 years, POAGX has outperformed RPMGX with an annualized return of 1.32%, while RPMGX has yielded a comparatively lower 1.22% annualized return.


POAGX

YTD

-8.24%

1M

-5.60%

6M

-14.16%

1Y

-5.34%

5Y*

1.30%

10Y*

1.32%

RPMGX

YTD

-8.60%

1M

-4.48%

6M

-16.53%

1Y

-11.49%

5Y*

2.28%

10Y*

1.22%

*Annualized

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POAGX vs. RPMGX - Expense Ratio Comparison

POAGX has a 0.65% expense ratio, which is lower than RPMGX's 0.72% expense ratio.


Expense ratio chart for RPMGX: current value is 0.72%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RPMGX: 0.72%
Expense ratio chart for POAGX: current value is 0.65%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
POAGX: 0.65%

Risk-Adjusted Performance

POAGX vs. RPMGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POAGX
The Risk-Adjusted Performance Rank of POAGX is 1818
Overall Rank
The Sharpe Ratio Rank of POAGX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of POAGX is 1818
Sortino Ratio Rank
The Omega Ratio Rank of POAGX is 1818
Omega Ratio Rank
The Calmar Ratio Rank of POAGX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of POAGX is 1717
Martin Ratio Rank

RPMGX
The Risk-Adjusted Performance Rank of RPMGX is 66
Overall Rank
The Sharpe Ratio Rank of RPMGX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of RPMGX is 55
Sortino Ratio Rank
The Omega Ratio Rank of RPMGX is 55
Omega Ratio Rank
The Calmar Ratio Rank of RPMGX is 77
Calmar Ratio Rank
The Martin Ratio Rank of RPMGX is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POAGX vs. RPMGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX). 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.


The chart of Sharpe ratio for POAGX, currently valued at -0.14, compared to the broader market-1.000.001.002.003.00
POAGX: -0.14
RPMGX: -0.46
The chart of Sortino ratio for POAGX, currently valued at -0.02, compared to the broader market-2.000.002.004.006.008.00
POAGX: -0.02
RPMGX: -0.48
The chart of Omega ratio for POAGX, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.00
POAGX: 1.00
RPMGX: 0.93
The chart of Calmar ratio for POAGX, currently valued at -0.09, compared to the broader market0.002.004.006.008.0010.00
POAGX: -0.09
RPMGX: -0.25
The chart of Martin ratio for POAGX, currently valued at -0.37, compared to the broader market0.0010.0020.0030.0040.0050.00
POAGX: -0.37
RPMGX: -0.92

The current POAGX Sharpe Ratio is -0.14, which is higher than the RPMGX Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of POAGX and RPMGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.14
-0.46
POAGX
RPMGX

Dividends

POAGX vs. RPMGX - Dividend Comparison

POAGX's dividend yield for the trailing twelve months is around 0.03%, while RPMGX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
POAGX
PrimeCap Odyssey Aggressive Growth Fund
0.03%0.03%0.02%0.00%0.00%0.00%0.00%0.07%0.00%0.00%0.01%0.17%
RPMGX
T. Rowe Price Mid-Cap Growth Fund
0.00%0.00%0.06%0.00%0.00%0.00%0.21%0.16%0.00%0.00%0.00%0.00%

Drawdowns

POAGX vs. RPMGX - Drawdown Comparison

The maximum POAGX drawdown since its inception was -56.06%, roughly equal to the maximum RPMGX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for POAGX and RPMGX. For additional features, visit the drawdowns tool.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2025FebruaryMarchApril
-35.54%
-32.35%
POAGX
RPMGX

Volatility

POAGX vs. RPMGX - Volatility Comparison

PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 15.97% compared to T. Rowe Price Mid-Cap Growth Fund (RPMGX) at 13.53%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than RPMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.97%
13.53%
POAGX
RPMGX