POGRX vs. FBGRX

In the year-to-date period, POGRX achieves a 0.29% return, which is significantly higher than FBGRX's -3.28% return. Over the past 10 years, POGRX has underperformed FBGRX with an annualized return of 11.05%, while FBGRX has yielded a comparatively higher 12.31% annualized return.

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POGRX has a 0.65% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.

The current POGRX Sharpe Ratio is 0.33, which is comparable to the FBGRX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of POGRX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POGRX's dividend yield for the trailing twelve months is around 0.50%, more than FBGRX's 0.24% yield.

The maximum POGRX drawdown since its inception was -51.63%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for POGRX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for PrimeCap Odyssey Growth Fund (POGRX) is 6.73%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.36%. This indicates that POGRX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.