POGRX vs. VHCAX

In the year-to-date period, POGRX achieves a -3.22% return, which is significantly higher than VHCAX's -3.66% return. Over the past 10 years, POGRX has outperformed VHCAX with an annualized return of 10.65%, while VHCAX has yielded a comparatively lower 4.96% annualized return.

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POGRX has a 0.65% expense ratio, which is higher than VHCAX's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Capital Opportunity Fund Admiral Shares (VHCAX). 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 0.19, which is higher than the VHCAX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of POGRX and VHCAX, 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 0.52%, less than VHCAX's 0.80% yield.

The maximum POGRX drawdown since its inception was -51.63%, smaller than the maximum VHCAX drawdown of -61.09%. Use the drawdown chart below to compare losses from any high point for POGRX and VHCAX. For additional features, visit the drawdowns tool.

PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) have volatilities of 8.09% and 8.24%, 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.