POGAX vs. ADX
Compare and contrast key facts about Putnam Growth Opportunities Fund (POGAX) and Adams Diversified Equity Fund, Inc. (ADX).
POGAX is managed by Putnam. It was launched on Oct 2, 1995. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
POGAX vs. ADX - Performance Comparison
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POGAX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, POGAX achieves a -12.94% return, which is significantly lower than ADX's -4.23% return. Both investments have delivered pretty close results over the past 10 years, with POGAX having a 16.09% annualized return and ADX not far ahead at 16.41%.
POGAX
- 1D
- -0.55%
- 1M
- -9.00%
- YTD
- -12.94%
- 6M
- -12.36%
- 1Y
- 11.50%
- 3Y*
- 18.78%
- 5Y*
- 10.34%
- 10Y*
- 16.09%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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POGAX vs. ADX - Expense Ratio Comparison
POGAX has a 0.99% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
POGAX vs. ADX — Risk / Return Rank
POGAX
ADX
POGAX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| POGAX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.38 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.91 | 2.06 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.52 | 2.33 | -1.81 |
Martin ratioReturn relative to average drawdown | 1.82 | 10.84 | -9.02 |
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
| POGAX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.38 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.86 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.92 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.09 | +0.32 |
Correlation
The correlation between POGAX and ADX is 0.76, 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
POGAX vs. ADX - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 6.53%, less than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | 6.53% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
POGAX vs. ADX - Drawdown Comparison
The maximum POGAX drawdown since its inception was -76.55%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for POGAX and ADX.
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Drawdown Indicators
| POGAX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.55% | -71.60% | -4.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.42% | -11.12% | -5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -25.07% | -9.08% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -37.17% | +3.02% |
Current DrawdownCurrent decline from peak | -16.42% | -6.53% | -9.89% |
Average DrawdownAverage peak-to-trough decline | -29.19% | -23.22% | -5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 2.39% | +2.34% |
Volatility
POGAX vs. ADX - Volatility Comparison
The current volatility for Putnam Growth Opportunities Fund (POGAX) is 5.57%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 6.18%. This indicates that POGAX experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGAX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.18% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 10.53% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 18.63% | +3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 17.20% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 17.95% | +3.17% |