POSKX vs. VWIGX
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and Vanguard International Growth Fund Investor Shares (VWIGX).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VWIGX is managed by Vanguard. It was launched on Sep 30, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or VWIGX.
Performance
POSKX vs. VWIGX - Performance Comparison
Returns By Period
In the year-to-date period, POSKX achieves a 15.88% return, which is significantly higher than VWIGX's 12.02% return. Over the past 10 years, POSKX has outperformed VWIGX with an annualized return of 11.41%, while VWIGX has yielded a comparatively lower 8.30% annualized return.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
VWIGX
12.02%
-1.10%
1.64%
17.99%
8.57%
8.30%
Key characteristics
| POSKX | VWIGX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 1.12 |
| Sortino Ratio | 1.76 | 1.62 |
| Omega Ratio | 1.30 | 1.20 |
| Calmar Ratio | 2.12 | 0.53 |
| Martin Ratio | 5.52 | 6.47 |
| Ulcer Index | 4.28% | 2.78% |
| Daily Std Dev | 20.25% | 16.10% |
| Max Drawdown | -50.18% | -59.58% |
| Current Drawdown | -1.48% | -22.00% |
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POSKX vs. VWIGX - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than VWIGX's 0.43% expense ratio.
Correlation
The correlation between POSKX and VWIGX is 0.81, 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. VWIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Vanguard International Growth Fund Investor Shares (VWIGX). 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. VWIGX - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.04%, more than VWIGX's 0.90% 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% |
VWIGX Vanguard International Growth Fund Investor Shares | 0.90% | 1.01% | 1.37% | 0.93% | 0.21% | 1.20% | 1.62% | 0.84% | 1.26% | 1.39% | 2.29% | 1.44% |
Drawdowns
POSKX vs. VWIGX - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum VWIGX drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for POSKX and VWIGX. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. VWIGX - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 3.95% compared to Vanguard International Growth Fund Investor Shares (VWIGX) at 3.58%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than VWIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.