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POGRX vs. VHCOX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

POGRX vs. VHCOX

Last updated May 12, 2025

Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Capital Opportunity Fund Investor Shares (VHCOX).

POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VHCOX is managed by Vanguard. It was launched on Aug 14, 1995.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGRX or VHCOX.

Correlation

The correlation between POGRX and VHCOX is 1.00, 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. VHCOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Capital Opportunity Fund Investor Shares (VHCOX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

POGRX:

14.28%

VHCOX:

16.69%

Max Drawdown

POGRX:

-1.26%

VHCOX:

-1.50%

Current Drawdown

POGRX:

-0.30%

VHCOX:

-0.49%

Returns By Period

POGRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VHCOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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POGRX vs. VHCOX - Expense Ratio Comparison

POGRX has a 0.65% expense ratio, which is higher than VHCOX's 0.43% expense ratio.

POGRX
PrimeCap Odyssey Growth Fund
VHCOX
Vanguard Capital Opportunity Fund Investor Shares

Risk-Adjusted Performance

POGRX vs. VHCOX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POGRX
The Risk-Adjusted Performance Rank of POGRX is 3838
Overall Rank
The Sharpe Ratio Rank of POGRX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of POGRX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of POGRX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of POGRX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of POGRX is 3838
Martin Ratio Rank
VHCOX
The Risk-Adjusted Performance Rank of VHCOX is 3030
Overall Rank
The Sharpe Ratio Rank of VHCOX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of VHCOX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of VHCOX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of VHCOX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of VHCOX is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POGRX vs. VHCOX - 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 Investor Shares (VHCOX). 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.

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Dividends

POGRX vs. VHCOX - Dividend Comparison

POGRX's dividend yield for the trailing twelve months is around 21.53%, more than VHCOX's 0.72% yield.

TTM20242023202220212020201920182017201620152014
POGRX
PrimeCap Odyssey Growth Fund		21.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VHCOX
Vanguard Capital Opportunity Fund Investor Shares		0.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

POGRX vs. VHCOX - Drawdown Comparison

The maximum POGRX drawdown since its inception was -1.26%, smaller than the maximum VHCOX drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for POGRX and VHCOX. For additional features, visit the drawdowns tool.

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Volatility

POGRX vs. VHCOX - Volatility Comparison

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