POAGX vs. VTSAX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAGX or VTSAX.
Key characteristics
| POAGX | VTSAX | |
|---|---|---|
| YTD Return | 8.60% | 20.16% |
| 1Y Return | 22.74% | 32.90% |
| 3Y Return (Ann) | -1.20% | 7.00% |
| 5Y Return (Ann) | 10.32% | 14.37% |
| 10Y Return (Ann) | 11.09% | 12.39% |
| Sharpe Ratio | 1.57 | 2.95 |
| Sortino Ratio | 2.18 | 3.92 |
| Omega Ratio | 1.28 | 1.55 |
| Calmar Ratio | 1.19 | 3.75 |
| Martin Ratio | 6.85 | 19.07 |
| Ulcer Index | 3.99% | 1.94% |
| Daily Std Dev | 17.43% | 12.55% |
| Max Drawdown | -55.77% | -55.34% |
| Current Drawdown | -3.57% | -2.29% |
Correlation
The correlation between POAGX and VTSAX is 0.88, 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. VTSAX - Performance Comparison
In the year-to-date period, POAGX achieves a 8.60% return, which is significantly lower than VTSAX's 20.16% return. Over the past 10 years, POAGX has underperformed VTSAX with an annualized return of 11.09%, while VTSAX has yielded a comparatively higher 12.39% annualized return. 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. VTSAX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
POAGX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 5.11%, more than VTSAX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 5.11% | 5.54% | 10.78% | 11.10% | 7.84% | 10.65% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% | 1.71% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.31% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
POAGX vs. VTSAX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for POAGX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. VTSAX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 4.67% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.21%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.