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.
Performance
POAGX vs. TMSIX - Performance Comparison
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POAGX vs. TMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | -6.55% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 33.60% |
TMSIX Thrivent Mid Cap Stock Fund Class S | 0.36% | 4.64% | 14.08% | 13.90% | -17.68% | 28.06% | 21.96% | 24.88% | -10.47% | 18.90% |
Returns By Period
In the year-to-date period, POAGX achieves a -6.55% return, which is significantly lower than TMSIX's 0.36% return. Over the past 10 years, POAGX has outperformed TMSIX with an annualized return of 12.72%, while TMSIX has yielded a comparatively lower 11.47% annualized return.
POAGX
- 1D
- 4.56%
- 1M
- -7.93%
- YTD
- -6.55%
- 6M
- -0.22%
- 1Y
- 30.59%
- 3Y*
- 15.20%
- 5Y*
- 4.33%
- 10Y*
- 12.72%
TMSIX
- 1D
- 2.82%
- 1M
- -6.41%
- YTD
- 0.36%
- 6M
- 2.08%
- 1Y
- 9.05%
- 3Y*
- 9.10%
- 5Y*
- 5.31%
- 10Y*
- 11.47%
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POAGX vs. TMSIX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is lower than TMSIX's 0.74% expense ratio.
Return for Risk
POAGX vs. TMSIX — Risk / Return Rank
POAGX
TMSIX
POAGX vs. TMSIX - Risk-Adjusted Trends 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.
| POAGX | TMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.48 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.81 | 0.81 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.72 | +1.02 |
Martin ratioReturn relative to average drawdown | 7.07 | 2.87 | +4.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POAGX | TMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.48 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.26 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.44 | +0.13 |
Correlation
The correlation between POAGX and TMSIX is 0.86, 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.
Dividends
POAGX vs. TMSIX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 14.18%, more than TMSIX's 12.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 14.18% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
TMSIX Thrivent Mid Cap Stock Fund Class S | 12.35% | 12.39% | 7.91% | 1.48% | 2.86% | 10.77% | 3.26% | 2.77% | 11.64% | 7.92% | 4.10% | 11.95% |
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.
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Drawdown Indicators
| POAGX | TMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -56.10% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -13.29% | -3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -31.57% | -7.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -40.66% | +1.86% |
Current DrawdownCurrent decline from peak | -13.08% | -6.41% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -10.06% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 3.31% | +0.82% |
Volatility
POAGX vs. TMSIX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 8.65% compared to Thrivent Mid Cap Stock Fund Class S (TMSIX) at 6.28%. 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.
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Volatility by Period
| POAGX | TMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 6.28% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 11.07% | +4.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 19.18% | +4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 20.41% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 20.42% | +2.33% |