POAGX vs. TMSIX

Last updated Jun 3, 2026

POAGX (PrimeCap Odyssey Aggressive Growth Fund) and TMSIX (Thrivent Mid Cap Stock Fund Class S) are both mutual funds - POAGX is a Mid Cap Growth Equities fund managed by PRIMECAP Odyssey Funds, while TMSIX is a Mid Cap Blend Equities fund managed by Thrivent. Over the past 10 years, POAGX returned 15.82%/yr vs 12.21%/yr for TMSIX. Their correlation of 0.86 suggests significant overlap in exposure. POAGX charges 0.65%/yr vs 0.74%/yr for TMSIX.

Performance

POAGX vs. TMSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Thrivent Mid Cap Stock Fund Class S (TMSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, POAGX achieves a 24.45% return, which is significantly higher than TMSIX's 14.39% return. Over the past 10 years, POAGX has outperformed TMSIX with an annualized return of 15.82%, while TMSIX has yielded a comparatively lower 12.21% annualized return.

POAGX

• 1D: 0.84%
• 1M: 17.17%
• YTD: 24.45%
• 6M: 27.48%
• 1Y: 61.42%
• 3Y*: 25.36%
• 5Y*: 10.44%
• 10Y*: 15.82%

TMSIX

• 1D: 0.63%
• 1M: 3.56%
• YTD: 14.39%
• 6M: 15.05%
• 1Y: 21.00%
• 3Y*: 14.45%
• 5Y*: 6.74%
• 10Y*: 12.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

POAGX vs. TMSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POAGX PrimeCap Odyssey Aggressive Growth Fund	24.45%	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	14.39%	4.64%	14.08%	13.90%	-17.68%	28.06%	21.96%	24.88%	-10.47%	18.90%

Correlation

The correlation between POAGX and TMSIX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.82
Correlation (10Y) Calculated over the trailing 10-year period	0.82
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004	0.86

The correlation between POAGX and TMSIX shifts across timeframes, from 0.74 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.

Return for Risk

POAGX vs. TMSIX — Risk / Return Rank

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

POAGX

POAGX Risk / Return Rank: 84
POAGX Sharpe Ratio Rank: 93
POAGX Sortino Ratio Rank: 85
POAGX Omega Ratio Rank: 79
POAGX Calmar Ratio Rank: 80
POAGX Martin Ratio Rank: 80

TMSIX

TMSIX Risk / Return Rank: 31
TMSIX Sharpe Ratio Rank: 26
TMSIX Sortino Ratio Rank: 27
TMSIX Omega Ratio Rank: 25
TMSIX Calmar Ratio Rank: 38
TMSIX Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	3.11	1.50	+1.61
Sortino ratio Return per unit of downside risk	4.06	2.20	+1.86
Omega ratio Gain probability vs. loss probability	1.52	1.27	+0.25
Calmar ratio Return relative to maximum drawdown	3.68	2.36	+1.32
Martin ratio Return relative to average drawdown	15.09	8.54	+6.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

POAGX vs. TMSIX - Sharpe Ratio Comparison

The current POAGX Sharpe Ratio is 3.11, which is higher than the TMSIX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of POAGX and TMSIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	POAGX	TMSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.11	1.50	+1.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.33	+0.13
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.69	0.60	+0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.47	+0.17

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.

Drawdown Indicators

	POAGX	TMSIX	Difference
Max Drawdown Largest peak-to-trough decline	-55.77%	-56.10%	+0.33%
Max Drawdown (1Y) Largest decline over 1 year	-16.87%	-8.97%	-7.90%
Max Drawdown (3Y) Largest decline over 3 years	-24.73%	-20.18%	-4.55%
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 Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-9.54%	-10.00%	+0.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.12%	2.48%	+1.64%

Volatility

POAGX vs. TMSIX - Volatility Comparison

PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 7.93% 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.

Volatility by Period

	POAGX	TMSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.93%	3.48%	+4.45%
Volatility (6M) Calculated over the trailing 6-month period	16.25%	10.85%	+5.40%
Volatility (1Y) Calculated over the trailing 1-year period	20.39%	14.31%	+6.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.90%	20.42%	+2.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.90%	20.46%	+2.44%

POAGX vs. TMSIX - Expense Ratio Comparison

POAGX has a 0.65% expense ratio, which is lower than TMSIX's 0.74% expense ratio.

Dividends

POAGX vs. TMSIX - Dividend Comparison

POAGX's dividend yield for the trailing twelve months is around 10.65%, less than TMSIX's 10.84% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POAGX PrimeCap Odyssey Aggressive Growth Fund	10.65%	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	10.84%	12.39%	7.91%	1.48%	2.86%	10.77%	3.26%	2.77%	11.64%	7.92%	4.10%	11.95%

Frequently Asked Questions

Can I hold both POAGX and TMSIX in my portfolio?

POAGX and TMSIX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POAGX or TMSIX?

POAGX has higher volatility (7.93%) compared to TMSIX (3.48%). In terms of maximum drawdown, POAGX dropped -55.77% vs TMSIX's -56.10%.

Which has better risk-adjusted returns?

POAGX currently has the higher Sharpe Ratio (3.11 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.