POSKX vs. TBCIX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. TBCIX is managed by T. Rowe Price.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or TBCIX.
Performance
POSKX vs. TBCIX - Performance Comparison
Returns By Period
In the year-to-date period, POSKX achieves a 15.88% return, which is significantly lower than TBCIX's 34.41% return.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
TBCIX
34.41%
3.58%
13.26%
33.58%
10.97%
N/A
Key characteristics
| POSKX | TBCIX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 1.93 |
| Sortino Ratio | 1.76 | 2.58 |
| Omega Ratio | 1.30 | 1.35 |
| Calmar Ratio | 2.12 | 1.16 |
| Martin Ratio | 5.52 | 10.13 |
| Ulcer Index | 4.28% | 3.31% |
| Daily Std Dev | 20.25% | 17.43% |
| Max Drawdown | -50.18% | -50.64% |
| Current Drawdown | -1.48% | -1.90% |
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POSKX vs. TBCIX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Correlation
The correlation between POSKX and TBCIX is 0.78, 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. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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. TBCIX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.04%, while TBCIX has not paid dividends to shareholders.
| 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% | 0.00% |
Drawdowns
POSKX vs. TBCIX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, roughly equal to the maximum TBCIX drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for POSKX and TBCIX. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. TBCIX - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.95%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.11%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.