PRDMX vs. POAGX
Compare and contrast key facts about T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
PRDMX is managed by T. Rowe Price. It was launched on Dec 31, 2003. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRDMX or POAGX.
Performance
PRDMX vs. POAGX - Performance Comparison
Returns By Period
In the year-to-date period, PRDMX achieves a 31.52% return, which is significantly higher than POAGX's 14.47% return. Over the past 10 years, PRDMX has outperformed POAGX with an annualized return of 8.11%, while POAGX has yielded a comparatively lower 3.68% annualized return.
PRDMX
31.52%
11.87%
20.93%
32.35%
7.72%
8.11%
POAGX
14.47%
4.91%
8.77%
18.21%
1.50%
3.68%
Key characteristics
PRDMX | POAGX | |
---|---|---|
Sharpe Ratio | 1.92 | 1.00 |
Sortino Ratio | 2.46 | 1.41 |
Omega Ratio | 1.35 | 1.19 |
Calmar Ratio | 1.07 | 0.53 |
Martin Ratio | 9.38 | 3.99 |
Ulcer Index | 3.45% | 4.56% |
Daily Std Dev | 16.88% | 18.27% |
Max Drawdown | -59.84% | -56.06% |
Current Drawdown | -5.12% | -21.72% |
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PRDMX vs. POAGX - Expense Ratio Comparison
PRDMX has a 0.79% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Correlation
The correlation between PRDMX and POAGX 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
PRDMX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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
PRDMX vs. POAGX - Dividend Comparison
PRDMX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 0.02%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Diversified Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% | 0.14% | 0.33% | 3.16% | 0.20% | 0.04% | 0.00% | 0.07% |
PrimeCap Odyssey Aggressive Growth Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% | 0.00% |
Drawdowns
PRDMX vs. POAGX - Drawdown Comparison
The maximum PRDMX drawdown since its inception was -59.84%, which is greater than POAGX's maximum drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for PRDMX and POAGX. For additional features, visit the drawdowns tool.
Volatility
PRDMX vs. POAGX - Volatility Comparison
The current volatility for T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) is 5.72%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 6.06%. This indicates that PRDMX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.