POSKX vs. OAKMX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and Oakmark Fund Investor Class (OAKMX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or OAKMX.
Performance
POSKX vs. OAKMX - Performance Comparison
Returns By Period
In the year-to-date period, POSKX achieves a 15.88% return, which is significantly lower than OAKMX's 21.85% return. Over the past 10 years, POSKX has underperformed OAKMX with an annualized return of 11.41%, while OAKMX has yielded a comparatively higher 12.39% annualized return.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
OAKMX
21.85%
5.91%
14.33%
32.59%
16.91%
12.39%
Key characteristics
| POSKX | OAKMX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 2.52 |
| Sortino Ratio | 1.76 | 3.53 |
| Omega Ratio | 1.30 | 1.44 |
| Calmar Ratio | 2.12 | 4.78 |
| Martin Ratio | 5.52 | 13.20 |
| Ulcer Index | 4.28% | 2.47% |
| Daily Std Dev | 20.25% | 12.95% |
| Max Drawdown | -50.18% | -56.19% |
| Current Drawdown | -1.48% | 0.00% |
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POSKX vs. OAKMX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is lower than OAKMX's 0.91% expense ratio.
Correlation
The correlation between POSKX and OAKMX is 0.91, 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.
Risk-Adjusted Performance
POSKX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Oakmark Fund Investor Class (OAKMX). 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
POSKX vs. OAKMX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.04%, more than OAKMX's 0.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.04% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% | 1.14% |
OAKMX Oakmark Fund Investor Class | 0.84% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% | 0.50% |
Drawdowns
POSKX vs. OAKMX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum OAKMX drawdown of -56.19%. Use the drawdown chart below to compare losses from any high point for POSKX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. OAKMX - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.95%, while Oakmark Fund Investor Class (OAKMX) has a volatility of 4.91%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.