PSIAX vs. POSKX
PSIAX (PGIM Quant Solutions Large-Cap Index Fund Class A) and POSKX (PrimeCap Odyssey Stock Fund) are both Large Cap Blend Equities funds. Over the past 10 years, PSIAX returned 16.55%/yr vs 17.20%/yr for POSKX. Their correlation of 0.93 suggests significant overlap in exposure. PSIAX charges 0.51%/yr vs 0.65%/yr for POSKX.
Performance
PSIAX vs. POSKX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PSIAX achieves a 9.53% return, which is significantly lower than POSKX's 26.80% return. Both investments have delivered pretty close results over the past 10 years, with PSIAX having a 16.55% annualized return and POSKX not far ahead at 17.20%.
PSIAX
- 1D
- -0.37%
- 1M
- 0.06%
- YTD
- 9.53%
- 6M
- 8.52%
- 1Y
- 24.92%
- 3Y*
- 22.15%
- 5Y*
- 11.49%
- 10Y*
- 16.55%
POSKX
- 1D
- 1.20%
- 1M
- 6.08%
- YTD
- 26.80%
- 6M
- 25.51%
- 1Y
- 53.32%
- 3Y*
- 25.86%
- 5Y*
- 16.80%
- 10Y*
- 17.20%
PSIAX vs. POSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSIAX PGIM Quant Solutions Large-Cap Index Fund Class A | 9.53% | 17.27% | 28.56% | 25.69% | -18.68% | 15.75% | 17.96% | 57.65% | -5.24% | 21.27% |
POSKX PrimeCap Odyssey Stock Fund | 26.80% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
Correlation
The correlation between PSIAX and POSKX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2004 | 0.93 |
The correlation between PSIAX and POSKX shifts across timeframes, from 0.82 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PSIAX vs. POSKX — Risk / Return Rank
PSIAX
POSKX
PSIAX vs. POSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Large-Cap Index Fund Class A (PSIAX) and PrimeCap Odyssey Stock Fund (POSKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSIAX | POSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.57 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 5.47 | -2.55 |
| Martin ratioReturn relative to average drawdown | 13.17 | 22.70 | -9.53 |
Loading charts...
Drawdowns
PSIAX vs. POSKX - Drawdown Comparison
The maximum PSIAX drawdown since its inception was -55.50%, which is greater than POSKX's maximum drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for PSIAX and POSKX.
Loading charts...
Drawdown Indicators
| PSIAX | POSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.50% | -50.18% | -5.32% |
Max Drawdown (1Y)Largest decline over 1 year | -8.97% | -9.99% | +1.02% |
Max Drawdown (3Y)Largest decline over 3 years | -18.81% | -20.25% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -30.76% | -22.96% | -7.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -36.88% | +3.09% |
Current DrawdownCurrent decline from peak | -1.75% | 0.00% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -6.14% | -5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.40% | -0.41% |
Volatility
PSIAX vs. POSKX - Volatility Comparison
The current volatility for PGIM Quant Solutions Large-Cap Index Fund Class A (PSIAX) is 4.67%, while PrimeCap Odyssey Stock Fund (POSKX) has a volatility of 6.72%. This indicates that PSIAX experiences smaller price fluctuations and is considered to be less risky than POSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PSIAX | POSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 6.72% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 13.83% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 16.94% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 18.05% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 19.09% | +0.56% |
PSIAX vs. POSKX - Expense Ratio Comparison
PSIAX has a 0.51% expense ratio, which is lower than POSKX's 0.65% expense ratio.
Dividends
PSIAX vs. POSKX - Dividend Comparison
PSIAX's dividend yield for the trailing twelve months is around 7.70%, less than POSKX's 21.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 21.64% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
PSIAX PGIM Quant Solutions Large-Cap Index Fund Class A | 7.70% | 8.43% | 7.63% | 13.35% | 16.13% | 0.86% | 28.04% | 34.42% | 23.26% | 6.01% | 3.61% | 3.55% |
Frequently Asked Questions
PSIAX and POSKX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POSKX has higher volatility (6.72%) compared to PSIAX (4.67%). In terms of maximum drawdown, PSIAX dropped -55.50% vs POSKX's -50.18%.
POSKX currently has the higher Sharpe Ratio (3.23 vs 2.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PSIAX and POSKX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer