POGRX vs. VHCAX
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Capital Opportunity Fund Admiral Shares (VHCAX).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VHCAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGRX or VHCAX.
Key characteristics
| POGRX | VHCAX | |
|---|---|---|
| YTD Return | 10.15% | 12.73% |
| 1Y Return | 23.68% | 24.38% |
| 3Y Return (Ann) | 3.70% | 4.20% |
| 5Y Return (Ann) | 11.38% | 12.99% |
| 10Y Return (Ann) | 11.57% | 12.44% |
| Sharpe Ratio | 1.04 | 1.76 |
| Sortino Ratio | 1.64 | 2.46 |
| Omega Ratio | 1.29 | 1.32 |
| Calmar Ratio | 1.99 | 2.08 |
| Martin Ratio | 3.96 | 8.48 |
| Ulcer Index | 6.42% | 3.04% |
| Daily Std Dev | 24.35% | 14.62% |
| Max Drawdown | -51.63% | -54.27% |
| Current Drawdown | -2.55% | -3.74% |
Correlation
The correlation between POGRX and VHCAX is 0.97, 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. VHCAX - Performance Comparison
In the year-to-date period, POGRX achieves a 10.15% return, which is significantly lower than VHCAX's 12.73% return. Over the past 10 years, POGRX has underperformed VHCAX with an annualized return of 11.57%, while VHCAX has yielded a comparatively higher 12.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POGRX vs. VHCAX - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than VHCAX's 0.36% expense ratio.
Risk-Adjusted Performance
POGRX vs. VHCAX - Risk-Adjusted Performance Comparison
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.
Dividends
POGRX vs. VHCAX - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 12.06%, more than VHCAX's 2.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 12.06% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 3.49% | 1.29% | 3.10% | 2.26% |
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 2.13% | 2.40% | 9.35% | 10.55% | 9.19% | 6.48% | 12.23% | 4.54% | 5.74% | 5.39% | 4.23% | 3.84% |
Drawdowns
POGRX vs. VHCAX - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, roughly equal to the maximum VHCAX drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for POGRX and VHCAX. For additional features, visit the drawdowns tool.
Volatility
POGRX vs. VHCAX - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) have volatilities of 3.48% and 3.45%, 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.