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PRDMX vs. POAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PRDMX and POAGX 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.


-0.50.00.51.0
Correlation: 0.8

Performance

PRDMX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
301.33%
807.32%
PRDMX
POAGX

Key characteristics

Sharpe Ratio

PRDMX:

0.11

POAGX:

0.18

Sortino Ratio

PRDMX:

0.33

POAGX:

0.42

Omega Ratio

PRDMX:

1.05

POAGX:

1.06

Calmar Ratio

PRDMX:

0.09

POAGX:

0.18

Martin Ratio

PRDMX:

0.28

POAGX:

0.62

Ulcer Index

PRDMX:

10.29%

POAGX:

7.03%

Daily Std Dev

PRDMX:

25.61%

POAGX:

24.40%

Max Drawdown

PRDMX:

-59.84%

POAGX:

-55.77%

Current Drawdown

PRDMX:

-21.49%

POAGX:

-13.65%

Returns By Period

In the year-to-date period, PRDMX achieves a -4.89% return, which is significantly higher than POAGX's -7.85% return. Over the past 10 years, PRDMX has underperformed POAGX with an annualized return of 6.07%, while POAGX has yielded a comparatively higher 9.48% annualized return.


PRDMX

YTD

-4.89%

1M

0.14%

6M

-7.95%

1Y

2.39%

5Y*

5.62%

10Y*

6.07%

POAGX

YTD

-7.85%

1M

-3.08%

6M

-5.50%

1Y

3.27%

5Y*

10.12%

10Y*

9.48%

*Annualized

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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.


Expense ratio chart for PRDMX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PRDMX: 0.79%
Expense ratio chart for POAGX: current value is 0.65%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
POAGX: 0.65%

Risk-Adjusted Performance

PRDMX vs. POAGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRDMX
The Risk-Adjusted Performance Rank of PRDMX is 3131
Overall Rank
The Sharpe Ratio Rank of PRDMX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of PRDMX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of PRDMX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of PRDMX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of PRDMX is 2828
Martin Ratio Rank

POAGX
The Risk-Adjusted Performance Rank of POAGX is 3535
Overall Rank
The Sharpe Ratio Rank of POAGX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of POAGX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of POAGX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of POAGX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of POAGX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for PRDMX, currently valued at 0.11, compared to the broader market-1.000.001.002.003.00
PRDMX: 0.11
POAGX: 0.18
The chart of Sortino ratio for PRDMX, currently valued at 0.33, compared to the broader market-2.000.002.004.006.008.0010.00
PRDMX: 0.33
POAGX: 0.42
The chart of Omega ratio for PRDMX, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.00
PRDMX: 1.05
POAGX: 1.06
The chart of Calmar ratio for PRDMX, currently valued at 0.09, compared to the broader market0.002.004.006.008.0010.00
PRDMX: 0.09
POAGX: 0.18
The chart of Martin ratio for PRDMX, currently valued at 0.28, compared to the broader market0.0010.0020.0030.0040.0050.00
PRDMX: 0.28
POAGX: 0.62

The current PRDMX Sharpe Ratio is 0.11, which is lower than the POAGX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of PRDMX and POAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.11
0.18
PRDMX
POAGX

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 10.74%.


TTM20242023202220212020201920182017201620152014
PRDMX
T. Rowe Price Diversified Mid Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.03%0.14%0.33%3.16%0.20%0.04%0.00%
POAGX
PrimeCap Odyssey Aggressive Growth Fund
10.74%9.90%5.54%10.78%11.10%7.84%10.65%7.82%0.86%8.31%6.27%4.67%

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 -55.77%. Use the drawdown chart below to compare losses from any high point for PRDMX and POAGX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.49%
-13.65%
PRDMX
POAGX

Volatility

PRDMX vs. POAGX - Volatility Comparison

T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX) have volatilities of 16.32% and 15.93%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
16.32%
15.93%
PRDMX
POAGX