POAGX vs. RPMGX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or RPMGX.
Correlation
The correlation between POAGX and RPMGX is 0.90, 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. RPMGX - Performance Comparison
Key characteristics
POAGX:
0.32
RPMGX:
0.20
POAGX:
0.54
RPMGX:
0.35
POAGX:
1.07
RPMGX:
1.05
POAGX:
0.18
RPMGX:
0.12
POAGX:
1.42
RPMGX:
0.92
POAGX:
4.37%
RPMGX:
3.56%
POAGX:
19.43%
RPMGX:
16.43%
POAGX:
-56.06%
RPMGX:
-58.69%
POAGX:
-29.22%
RPMGX:
-25.11%
Returns By Period
In the year-to-date period, POAGX achieves a 3.50% return, which is significantly higher than RPMGX's 0.86% return. Over the past 10 years, POAGX has outperformed RPMGX with an annualized return of 3.11%, while RPMGX has yielded a comparatively lower 2.92% annualized return.
POAGX
3.50%
-7.92%
-2.29%
4.05%
-0.43%
3.11%
RPMGX
0.86%
-8.90%
-2.42%
1.83%
1.16%
2.92%
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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.
Risk-Adjusted Performance
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.
Dividends
POAGX vs. RPMGX - Dividend Comparison
Neither POAGX nor RPMGX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
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% |
T. Rowe Price Mid-Cap Growth Fund | 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.
Volatility
POAGX vs. RPMGX - Volatility Comparison
The current volatility for PrimeCap Odyssey Aggressive Growth Fund (POAGX) is 9.84%, while T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a volatility of 11.02%. This indicates that POAGX experiences smaller price fluctuations and is considered to be less risky than RPMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.