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POSKX vs. FGJEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

POSKX vs. FGJEX

Last updated Apr 1, 2026

Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX).

POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025.

Performance

POSKX vs. FGJEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX). The values are adjusted to include any dividend payments, if applicable.

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POSKX vs. FGJEX - Yearly Performance Comparison

2026 (YTD)2025
POSKX
PrimeCap Odyssey Stock Fund		-1.96%32.30%
FGJEX
Fidelity Advisor Growth & Income Fund Class Z		-2.99%24.15%

Returns By Period

In the year-to-date period, POSKX achieves a -1.96% return, which is significantly higher than FGJEX's -2.99% return.

POSKX

1D
-0.97%
1M
-9.01%
YTD
-1.96%
6M
5.91%
1Y
26.50%
3Y*
17.57%
5Y*
11.90%
10Y*
13.84%

FGJEX

1D
-0.41%
1M
-7.13%
YTD
-2.99%
6M
0.63%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PrimeCap Odyssey Stock Fund

Fidelity Advisor Growth & Income Fund Class Z

Often compared with POSKX:
POSKX vs. VPCCXPOSKX vs. XVVPOSKX vs. SPYPOSKX vs. ARTMXPOSKX vs. VOPOSKX vs. EWHPOSKX vs. SEEGX
Often compared with FGJEX:
FGJEX vs. WBREOXFGJEX vs. AFIFXFGJEX vs. BFSAXFGJEX vs. QUERXFGJEX vs. AGRDXFGJEX vs. BEQGXFGJEX vs. TAGRX

POSKX vs. FGJEX - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is higher than FGJEX's 0.46% expense ratio.

POSKX
PrimeCap Odyssey Stock Fund
FGJEX
Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

POSKX vs. FGJEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POSKX
POSKX Risk / Return Rank: 7777
Overall Rank
POSKX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
POSKX Sortino Ratio Rank: 7777
Sortino Ratio Rank
POSKX Omega Ratio Rank: 7373
Omega Ratio Rank
POSKX Calmar Ratio Rank: 7979
Calmar Ratio Rank
POSKX Martin Ratio Rank: 8181
Martin Ratio Rank
FGJEX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POSKX vs. FGJEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX). 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.

POSKXFGJEXDifference

Sharpe ratio

Return per unit of total volatility

1.32

—

—

Sortino ratio

Return per unit of downside risk

1.90

—

—

Omega ratio

Gain probability vs. loss probability

1.27

—

—

Calmar ratio

Return relative to maximum drawdown

1.84

—

—

Martin ratio

Return relative to average drawdown

8.00

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

POSKX vs. FGJEX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

POSKXFGJEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

2.09

-1.48

Correlation

The correlation between POSKX and FGJEX is 0.84, 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

POSKX vs. FGJEX - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 27.99%, more than FGJEX's 9.88% yield.

TTM20252024202320222021202020192018201720162015
POSKX
PrimeCap Odyssey Stock Fund		27.99%27.44%18.13%10.14%12.13%14.58%7.85%6.03%3.03%2.17%2.93%1.92%
FGJEX
Fidelity Advisor Growth & Income Fund Class Z		9.88%9.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

POSKX vs. FGJEX - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, which is greater than FGJEX's maximum drawdown of -8.32%. Use the drawdown chart below to compare losses from any high point for POSKX and FGJEX.

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Drawdown Indicators

POSKXFGJEXDifference

Max Drawdown

Largest peak-to-trough decline

-50.18%

-8.32%

-41.86%

Max Drawdown (1Y)

Largest decline over 1 year

-13.30%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-22.96%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-36.88%

—

—

Current Drawdown

Current decline from peak

-9.99%

-8.32%

-1.67%

Average Drawdown

Average peak-to-trough decline

-6.19%

-1.05%

-5.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

—

—

Volatility

POSKX vs. FGJEX - Volatility Comparison

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Volatility by Period

POSKXFGJEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.71%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

11.60%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

20.38%

10.78%

+9.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.60%

10.78%

+6.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.86%

10.78%

+8.08%