POSKX vs. VPCCX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and Vanguard PRIMECAP Core Fund (VPCCX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VPCCX is managed by Vanguard. It was launched on Dec 9, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or VPCCX.
Performance
POSKX vs. VPCCX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with POSKX having a 15.88% return and VPCCX slightly lower at 15.78%. Both investments have delivered pretty close results over the past 10 years, with POSKX having a 11.41% annualized return and VPCCX not far ahead at 11.85%.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
VPCCX
15.78%
1.30%
4.31%
23.09%
12.65%
11.85%
Key characteristics
| POSKX | VPCCX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 1.50 |
| Sortino Ratio | 1.76 | 2.17 |
| Omega Ratio | 1.30 | 1.30 |
| Calmar Ratio | 2.12 | 2.05 |
| Martin Ratio | 5.52 | 7.34 |
| Ulcer Index | 4.28% | 3.15% |
| Daily Std Dev | 20.25% | 15.42% |
| Max Drawdown | -50.18% | -47.53% |
| Current Drawdown | -1.48% | -2.03% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
POSKX vs. VPCCX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than VPCCX's 0.46% expense ratio.
Correlation
The correlation between POSKX and VPCCX is 0.99, 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. VPCCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Vanguard PRIMECAP Core Fund (VPCCX). 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. VPCCX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.04%, less than VPCCX's 1.08% 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% |
VPCCX Vanguard PRIMECAP Core Fund | 1.08% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% | 0.92% |
Drawdowns
POSKX vs. VPCCX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, which is greater than VPCCX's maximum drawdown of -47.53%. Use the drawdown chart below to compare losses from any high point for POSKX and VPCCX. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. VPCCX - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) and Vanguard PRIMECAP Core Fund (VPCCX) have volatilities of 3.95% and 4.06%, 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.