POGRX vs. FBGRX
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and Fidelity Blue Chip Growth Fund (FBGRX).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGRX or FBGRX.
Correlation
The correlation between POGRX and FBGRX is 0.90, 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
POGRX vs. FBGRX - Performance Comparison
Key characteristics
POGRX:
-0.21
FBGRX:
2.01
POGRX:
-0.10
FBGRX:
2.66
POGRX:
0.98
FBGRX:
1.36
POGRX:
-0.23
FBGRX:
2.66
POGRX:
-1.27
FBGRX:
10.03
POGRX:
3.62%
FBGRX:
3.99%
POGRX:
22.47%
FBGRX:
19.86%
POGRX:
-51.63%
FBGRX:
-57.42%
POGRX:
-20.17%
FBGRX:
-4.06%
Returns By Period
In the year-to-date period, POGRX achieves a -6.51% return, which is significantly lower than FBGRX's 39.51% return. Over the past 10 years, POGRX has underperformed FBGRX with an annualized return of 9.44%, while FBGRX has yielded a comparatively higher 16.50% annualized return.
POGRX
-6.51%
-16.69%
-13.91%
-5.63%
6.54%
9.44%
FBGRX
39.51%
3.98%
8.90%
39.25%
21.73%
16.50%
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POGRX vs. FBGRX - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
POGRX vs. FBGRX - Risk-Adjusted Performance Comparison
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.
Dividends
POGRX vs. FBGRX - Dividend Comparison
POGRX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 5.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 0.00% | 0.53% | 0.62% | 0.12% | 0.41% | 0.50% | 0.35% | 0.30% | 0.48% | 0.36% | 0.63% | 0.33% |
FBGRX Fidelity Blue Chip Growth Fund | 5.28% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
POGRX vs. FBGRX - Drawdown Comparison
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.
Volatility
POGRX vs. FBGRX - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 18.55% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.48%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.