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

Correlation

The correlation between RPMGX and POAGX is 0.90, 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.


-0.50.00.51.00.9

Performance

RPMGX vs. POAGX - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-1.77%
-0.39%
RPMGX
POAGX

Key characteristics

Sharpe Ratio

RPMGX:

0.26

POAGX:

0.53

Sortino Ratio

RPMGX:

0.41

POAGX:

0.80

Omega Ratio

RPMGX:

1.06

POAGX:

1.11

Calmar Ratio

RPMGX:

0.16

POAGX:

0.30

Martin Ratio

RPMGX:

0.83

POAGX:

1.99

Ulcer Index

RPMGX:

5.06%

POAGX:

5.19%

Daily Std Dev

RPMGX:

16.37%

POAGX:

19.39%

Max Drawdown

RPMGX:

-58.69%

POAGX:

-56.06%

Current Drawdown

RPMGX:

-24.05%

POAGX:

-27.57%

Returns By Period

In the year-to-date period, RPMGX achieves a 2.61% return, which is significantly lower than POAGX's 3.11% return. Over the past 10 years, RPMGX has underperformed POAGX with an annualized return of 3.30%, while POAGX has yielded a comparatively higher 3.58% annualized return.


RPMGX

YTD

2.61%

1M

2.51%

6M

-1.77%

1Y

3.12%

5Y*

0.80%

10Y*

3.30%

POAGX

YTD

3.11%

1M

2.83%

6M

-0.39%

1Y

9.41%

5Y*

-0.63%

10Y*

3.58%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RPMGX vs. POAGX - Expense Ratio Comparison

RPMGX has a 0.72% expense ratio, which is higher than POAGX's 0.65% expense ratio.


RPMGX
T. Rowe Price Mid-Cap Growth Fund
Expense ratio chart for RPMGX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%
Expense ratio chart for POAGX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

Risk-Adjusted Performance

RPMGX vs. POAGX — Risk-Adjusted Performance Rank

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

RPMGX
The Risk-Adjusted Performance Rank of RPMGX is 1212
Overall Rank
The Sharpe Ratio Rank of RPMGX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of RPMGX is 1111
Sortino Ratio Rank
The Omega Ratio Rank of RPMGX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of RPMGX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of RPMGX is 1212
Martin Ratio Rank

POAGX
The Risk-Adjusted Performance Rank of POAGX is 2424
Overall Rank
The Sharpe Ratio Rank of POAGX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of POAGX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of POAGX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of POAGX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of POAGX is 2727
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.

RPMGX vs. POAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) 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.


Sharpe ratio
The chart of Sharpe ratio for RPMGX, currently valued at 0.26, compared to the broader market-1.000.001.002.003.004.000.260.53
The chart of Sortino ratio for RPMGX, currently valued at 0.41, compared to the broader market0.005.0010.000.410.80
The chart of Omega ratio for RPMGX, currently valued at 1.06, compared to the broader market1.002.003.004.001.061.11
The chart of Calmar ratio for RPMGX, currently valued at 0.16, compared to the broader market0.005.0010.0015.0020.000.160.30
The chart of Martin ratio for RPMGX, currently valued at 0.83, compared to the broader market0.0020.0040.0060.0080.000.831.99
RPMGX
POAGX

The current RPMGX Sharpe Ratio is 0.26, which is lower than the POAGX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of RPMGX 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 Ratio0.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.26
0.53
RPMGX
POAGX

Dividends

RPMGX vs. POAGX - Dividend Comparison

RPMGX has not paid dividends to shareholders, while POAGX's dividend yield for the trailing twelve months is around 0.03%.


TTM20242023202220212020201920182017201620152014
RPMGX
T. Rowe Price Mid-Cap Growth Fund
0.00%0.00%0.06%0.00%0.00%0.00%0.21%0.16%0.00%0.00%0.00%0.00%
POAGX
PrimeCap Odyssey Aggressive Growth Fund
0.03%0.03%0.02%0.00%0.00%0.00%0.00%0.07%0.00%0.00%0.01%0.17%

Drawdowns

RPMGX vs. POAGX - Drawdown Comparison

The maximum RPMGX drawdown since its inception was -58.69%, roughly equal to the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for RPMGX and POAGX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%AugustSeptemberOctoberNovemberDecember2025
-24.05%
-27.57%
RPMGX
POAGX

Volatility

RPMGX vs. POAGX - Volatility Comparison

The current volatility for T. Rowe Price Mid-Cap Growth Fund (RPMGX) is 4.96%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 5.37%. This indicates that RPMGX 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.


2.00%4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
4.96%
5.37%
RPMGX
POAGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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