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.
Key characteristics
| POAGX | RPMGX | |
|---|---|---|
| YTD Return | 8.74% | 8.71% |
| 1Y Return | 22.90% | 23.30% |
| 3Y Return (Ann) | -0.96% | 0.01% |
| 5Y Return (Ann) | 10.44% | 8.85% |
| 10Y Return (Ann) | 11.13% | 11.59% |
| Sharpe Ratio | 1.46 | 1.90 |
| Sortino Ratio | 2.05 | 2.64 |
| Omega Ratio | 1.26 | 1.33 |
| Calmar Ratio | 1.12 | 1.15 |
| Martin Ratio | 6.35 | 8.96 |
| Ulcer Index | 3.99% | 2.84% |
| Daily Std Dev | 17.29% | 13.33% |
| Max Drawdown | -55.77% | -54.66% |
| Current Drawdown | -3.45% | -2.33% |
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
The year-to-date returns for both stocks are quite close, with POAGX having a 8.74% return and RPMGX slightly lower at 8.71%. Both investments have delivered pretty close results over the past 10 years, with POAGX having a 11.13% annualized return and RPMGX not far ahead at 11.59%. 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. 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
POAGX's dividend yield for the trailing twelve months is around 5.10%, less than RPMGX's 5.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 5.10% | 5.54% | 10.78% | 11.10% | 7.84% | 10.65% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% | 1.71% |
RPMGX T. Rowe Price Mid-Cap Growth Fund | 5.84% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 19.01% | 8.84% | 5.96% |
Drawdowns
POAGX vs. RPMGX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, roughly equal to the maximum RPMGX drawdown of -54.66%. 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
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 4.30% compared to T. Rowe Price Mid-Cap Growth Fund (RPMGX) at 3.12%. 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.