POGRX vs. VPMCX
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VPMCX is managed by Vanguard. It was launched on Nov 1, 1984.
Performance
POGRX vs. VPMCX - Performance Comparison
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POGRX vs. VPMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | -8.17% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | -5.88% | 29.60% | 13.23% | 28.16% | -15.22% | 21.64% | 17.16% | 27.78% | -1.99% | 28.17% |
Returns By Period
In the year-to-date period, POGRX achieves a -8.17% return, which is significantly lower than VPMCX's -5.88% return. Both investments have delivered pretty close results over the past 10 years, with POGRX having a 13.80% annualized return and VPMCX not far ahead at 14.46%.
POGRX
- 1D
- -1.43%
- 1M
- -10.73%
- YTD
- -8.17%
- 6M
- -0.34%
- 1Y
- 26.71%
- 3Y*
- 17.28%
- 5Y*
- 9.28%
- 10Y*
- 13.80%
VPMCX
- 1D
- -1.19%
- 1M
- -10.44%
- YTD
- -5.88%
- 6M
- 3.34%
- 1Y
- 23.27%
- 3Y*
- 18.29%
- 5Y*
- 10.65%
- 10Y*
- 14.46%
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POGRX vs. VPMCX - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than VPMCX's 0.38% expense ratio.
Return for Risk
POGRX vs. VPMCX — Risk / Return Rank
POGRX
VPMCX
POGRX vs. VPMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and Vanguard PRIMECAP Fund Investor Shares (VPMCX). 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.
| POGRX | VPMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.15 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.69 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.55 | +0.13 |
Martin ratioReturn relative to average drawdown | 6.52 | 6.73 | -0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POGRX | VPMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.15 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.77 | -0.18 |
Correlation
The correlation between POGRX and VPMCX is 0.95, 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.
Dividends
POGRX vs. VPMCX - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 27.11%, more than VPMCX's 17.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 27.11% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
VPMCX Vanguard PRIMECAP Fund Investor Shares | 17.38% | 16.36% | 6.62% | 7.16% | 9.85% | 10.08% | 9.74% | 7.15% | 8.32% | 4.53% | 5.05% | 5.91% |
Drawdowns
POGRX vs. VPMCX - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, roughly equal to the maximum VPMCX drawdown of -50.45%. Use the drawdown chart below to compare losses from any high point for POGRX and VPMCX.
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Drawdown Indicators
| POGRX | VPMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.63% | -50.45% | -1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -13.75% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -25.25% | -1.60% |
Max Drawdown (10Y)Largest decline over 10 years | -35.29% | -32.65% | -2.64% |
Current DrawdownCurrent decline from peak | -14.40% | -11.73% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -7.43% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.16% | +0.53% |
Volatility
POGRX vs. VPMCX - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 6.38% compared to Vanguard PRIMECAP Fund Investor Shares (VPMCX) at 5.57%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than VPMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGRX | VPMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 5.57% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 11.74% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.91% | 20.55% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 17.96% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.29% | 19.04% | +1.25% |