POGRX vs. AMRGX
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and American Growth Fund Series One (AMRGX).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
POGRX vs. AMRGX - Performance Comparison
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POGRX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | -8.17% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
AMRGX American Growth Fund Series One | -1.31% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Returns By Period
In the year-to-date period, POGRX achieves a -8.17% return, which is significantly lower than AMRGX's -1.31% return. Over the past 10 years, POGRX has outperformed AMRGX with an annualized return of 13.80%, while AMRGX has yielded a comparatively lower 10.41% annualized return.
POGRX
- 1D
- -1.43%
- 1M
- -10.73%
- YTD
- -8.17%
- 6M
- -0.34%
- 1Y
- 26.71%
- 3Y*
- 17.28%
- 5Y*
- 9.28%
- 10Y*
- 13.80%
AMRGX
- 1D
- -1.60%
- 1M
- -10.92%
- YTD
- -1.31%
- 6M
- 7.51%
- 1Y
- 16.26%
- 3Y*
- 14.01%
- 5Y*
- 7.34%
- 10Y*
- 10.41%
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POGRX vs. AMRGX - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
POGRX vs. AMRGX — Risk / Return Rank
POGRX
AMRGX
POGRX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and American Growth Fund Series One (AMRGX). 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.
| POGRX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.62 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.12 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 0.99 | +0.69 |
Martin ratioReturn relative to average drawdown | 6.52 | 2.37 | +4.16 |
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
| POGRX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.62 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.34 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.49 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.10 | +0.49 |
Correlation
The correlation between POGRX and AMRGX is 0.85, 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
POGRX vs. AMRGX - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 27.11%, more than AMRGX's 18.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 27.11% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
AMRGX American Growth Fund Series One | 18.06% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
POGRX vs. AMRGX - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for POGRX and AMRGX.
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Drawdown Indicators
| POGRX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.63% | -80.32% | +28.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -13.98% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -35.42% | +8.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.29% | -35.42% | +0.13% |
Current DrawdownCurrent decline from peak | -14.40% | -13.98% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -40.45% | +33.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 5.82% | -2.13% |
Volatility
POGRX vs. AMRGX - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) and American Growth Fund Series One (AMRGX) have volatilities of 6.38% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGRX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 6.18% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 23.49% | -10.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.91% | 28.26% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 21.84% | -2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.29% | 21.30% | -1.01% |