POAGX vs. TMSIX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Thrivent Mid Cap Stock Fund Class S (TMSIX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. TMSIX is managed by Thrivent. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or TMSIX.
Key characteristics
| POAGX | TMSIX | |
|---|---|---|
| YTD Return | 8.74% | 9.21% |
| 1Y Return | 22.90% | 22.90% |
| 3Y Return (Ann) | -0.96% | 0.50% |
| 5Y Return (Ann) | 10.44% | 10.95% |
| 10Y Return (Ann) | 11.13% | 8.46% |
| Sharpe Ratio | 1.46 | 1.66 |
| Sortino Ratio | 2.05 | 2.39 |
| Omega Ratio | 1.26 | 1.29 |
| Calmar Ratio | 1.12 | 1.24 |
| Martin Ratio | 6.35 | 6.43 |
| Ulcer Index | 3.99% | 3.90% |
| Daily Std Dev | 17.29% | 15.05% |
| Max Drawdown | -55.77% | -56.10% |
| Current Drawdown | -3.45% | -4.43% |
Correlation
The correlation between POAGX and TMSIX is 0.87, 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. TMSIX - Performance Comparison
In the year-to-date period, POAGX achieves a 8.74% return, which is significantly lower than TMSIX's 9.21% return. Over the past 10 years, POAGX has outperformed TMSIX with an annualized return of 11.13%, while TMSIX has yielded a comparatively lower 8.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
POAGX vs. TMSIX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is lower than TMSIX's 0.74% expense ratio.
Risk-Adjusted Performance
POAGX vs. TMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Thrivent Mid Cap Stock Fund Class S (TMSIX). 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. TMSIX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 5.10%, more than TMSIX's 1.35% 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% |
TMSIX Thrivent Mid Cap Stock Fund Class S | 1.35% | 1.48% | 2.86% | 10.77% | 3.26% | 2.77% | 11.64% | 0.00% | 0.38% | 0.45% | 11.90% | 0.33% |
Drawdowns
POAGX vs. TMSIX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, roughly equal to the maximum TMSIX drawdown of -56.10%. Use the drawdown chart below to compare losses from any high point for POAGX and TMSIX. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. TMSIX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 4.30% compared to Thrivent Mid Cap Stock Fund Class S (TMSIX) at 3.48%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than TMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.