POSKX vs. SEEGX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and JPMorgan Large Cap Growth Fund (SEEGX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
POSKX vs. SEEGX - Performance Comparison
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POSKX vs. SEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.27% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
Returns By Period
In the year-to-date period, POSKX achieves a 1.27% return, which is significantly higher than SEEGX's -8.55% return. Over the past 10 years, POSKX has underperformed SEEGX with an annualized return of 14.21%, while SEEGX has yielded a comparatively higher 17.94% annualized return.
POSKX
- 1D
- 3.29%
- 1M
- -5.41%
- YTD
- 1.27%
- 6M
- 7.42%
- 1Y
- 31.27%
- 3Y*
- 18.84%
- 5Y*
- 12.41%
- 10Y*
- 14.21%
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
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POSKX vs. SEEGX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is lower than SEEGX's 0.69% expense ratio.
Return for Risk
POSKX vs. SEEGX — Risk / Return Rank
POSKX
SEEGX
POSKX vs. SEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.
| POSKX | SEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.62 | +0.87 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.03 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.14 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 0.79 | +1.54 |
Martin ratioReturn relative to average drawdown | 10.01 | 2.40 | +7.60 |
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
| POSKX | SEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.62 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.52 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.83 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.55 | +0.07 |
Correlation
The correlation between POSKX and SEEGX is 0.85, 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. SEEGX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 27.09%, more than SEEGX's 12.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 27.09% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
Drawdowns
POSKX vs. SEEGX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for POSKX and SEEGX.
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Drawdown Indicators
| POSKX | SEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -62.09% | +11.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -16.82% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -31.23% | +8.27% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -31.85% | -5.03% |
Current DrawdownCurrent decline from peak | -7.03% | -13.93% | +6.90% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -16.97% | +10.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 5.55% | -2.45% |
Volatility
POSKX vs. SEEGX - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) and JPMorgan Large Cap Growth Fund (SEEGX) have volatilities of 6.79% and 6.47%, 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.
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Volatility by Period
| POSKX | SEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 6.47% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 12.54% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.58% | 21.14% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 20.26% | -2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 21.57% | -2.69% |