POCAX vs. POGAX
Compare and contrast key facts about Pacific Funds Portfolio Optimization Moderate (POCAX) and Putnam Growth Opportunities Fund (POGAX).
POCAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. POGAX is managed by Putnam. It was launched on Oct 2, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POCAX or POGAX.
Correlation
The correlation between POCAX and POGAX is 0.89, 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
POCAX vs. POGAX - Performance Comparison
Key characteristics
POCAX:
1.56
POGAX:
1.04
POCAX:
2.16
POGAX:
1.45
POCAX:
1.28
POGAX:
1.20
POCAX:
0.43
POGAX:
1.49
POCAX:
8.42
POGAX:
5.07
POCAX:
1.49%
POGAX:
3.96%
POCAX:
8.08%
POGAX:
19.27%
POCAX:
-41.69%
POGAX:
-76.55%
POCAX:
-19.87%
POGAX:
-4.98%
Returns By Period
In the year-to-date period, POCAX achieves a 1.99% return, which is significantly higher than POGAX's 0.75% return. Over the past 10 years, POCAX has underperformed POGAX with an annualized return of -0.04%, while POGAX has yielded a comparatively higher 11.57% annualized return.
POCAX
1.99%
-0.59%
3.13%
11.34%
0.23%
-0.04%
POGAX
0.75%
-3.01%
5.26%
16.71%
10.52%
11.57%
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POCAX vs. POGAX - Expense Ratio Comparison
POCAX has a 0.60% expense ratio, which is lower than POGAX's 0.99% expense ratio.
Risk-Adjusted Performance
POCAX vs. POGAX — Risk-Adjusted Performance Rank
POCAX
POGAX
POCAX vs. POGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Moderate (POCAX) and Putnam Growth Opportunities Fund (POGAX). 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
POCAX vs. POGAX - Dividend Comparison
POCAX's dividend yield for the trailing twelve months is around 2.91%, while POGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POCAX Pacific Funds Portfolio Optimization Moderate | 2.91% | 2.97% | 1.69% | 0.00% | 2.53% | 2.30% | 1.54% | 2.09% | 1.67% | 1.83% | 2.16% | 2.33% |
POGAX Putnam Growth Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.01% | 5.95% | 16.07% |
Drawdowns
POCAX vs. POGAX - Drawdown Comparison
The maximum POCAX drawdown since its inception was -41.69%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for POCAX and POGAX. For additional features, visit the drawdowns tool.
Volatility
POCAX vs. POGAX - Volatility Comparison
The current volatility for Pacific Funds Portfolio Optimization Moderate (POCAX) is 2.09%, while Putnam Growth Opportunities Fund (POGAX) has a volatility of 5.75%. This indicates that POCAX experiences smaller price fluctuations and is considered to be less risky than POGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.