VGIAX vs. POGRX

Last updated Aug 2, 2026

VGIAX (Vanguard Growth and Income Fund Admiral Shares) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 10 years, VGIAX returned 14.73%/yr vs 16.41%/yr for POGRX. Their correlation of 0.90 means they have usually moved in the same direction. VGIAX charges 0.28%/yr vs 0.66%/yr for POGRX.

Performance

VGIAX vs. POGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth and Income Fund Admiral Shares (VGIAX) and PRIMECAP Odyssey Growth Fund (POGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VGIAX achieves a 7.91% return, which is significantly lower than POGRX's 22.85% return. Over the past 10 years, VGIAX has underperformed POGRX with an annualized return of 14.73%, while POGRX has yielded a comparatively higher 16.41% annualized return.

VGIAX

• 1D: 1.97%
• 1M: -0.59%
• 6M: 6.62%
• YTD: 7.91%
• 1Y: 19.37%
• 3Y*: 19.27%
• 5Y*: 12.80%
• 10Y*: 14.73%
• ALL TIME*: 9.09%

POGRX

• 1D: 3.85%
• 1M: -4.02%
• 6M: 16.81%
• YTD: 22.85%
• 1Y: 52.22%
• 3Y*: 25.37%
• 5Y*: 14.97%
• 10Y*: 16.41%
• ALL TIME*: 12.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
POGRX PRIMECAP Odyssey Growth Fund	$0.00	$0.00	$0.00
VGIAX Vanguard Growth and Income Fund Admiral Shares	$0.00	$0.00	$0.00

VGIAX vs. POGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VGIAX Vanguard Growth and Income Fund Admiral Shares	7.91%	19.26%	25.84%	24.83%	-17.18%	28.86%	18.04%	29.77%	-4.61%	19.87%
POGRX PRIMECAP Odyssey Growth Fund	22.85%	32.99%	13.09%	23.85%	-14.61%	18.81%	17.05%	23.98%	-4.56%	32.07%

Correlation

The correlation between VGIAX and POGRX is 0.84, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.84
Correlation (3Y) Balances recent behavior with more history.	0.86
Correlation (5Y) Shows whether the relationship held over a longer period.	0.90
Correlation (10Y) Provides a long-term view across more market conditions.	0.89
Correlation (All Time) Calculated using the full available price history since Nov 3, 2004	0.90

The correlation between VGIAX and POGRX has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.

Return for Risk

VGIAX vs. POGRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VGIAX

VGIAX Risk / Return Rank: 48
VGIAX Sharpe Ratio Rank: 47
VGIAX Sortino Ratio Rank: 44
VGIAX Omega Ratio Rank: 44
VGIAX Calmar Ratio Rank: 49
VGIAX Martin Ratio Rank: 59

POGRX

POGRX Risk / Return Rank: 89
POGRX Sharpe Ratio Rank: 91
POGRX Sortino Ratio Rank: 87
POGRX Omega Ratio Rank: 84
POGRX Calmar Ratio Rank: 91
POGRX Martin Ratio Rank: 91

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VGIAX vs. POGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) and PRIMECAP Odyssey Growth Fund (POGRX). 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.

	VGIAX	POGRX	Difference
Sharpe ratio: Return per unit of total volatility	1.25	2.30	-1.05
Sortino ratio: Return per unit of downside risk	1.77	3.13	-1.36
Omega ratio: Gain probability vs. loss probability	1.22	1.40	-0.17
Calmar ratio: Return relative to maximum drawdown	1.78	3.40	-1.62
Martin ratio: Return relative to average drawdown	7.48	12.40	-4.92

VGIAX vs. POGRX - Sharpe Ratio Comparison

The current VGIAX Sharpe Ratio is 1.25, which is lower than the POGRX Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of VGIAX and POGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VGIAX vs. POGRX - Drawdown Comparison

The maximum VGIAX drawdown since its inception was -56.85%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VGIAX and POGRX.

Drawdown Indicators

	VGIAX	POGRX	Difference
Max Drawdown Largest peak-to-trough decline	-56.85%	-51.63%	-5.22%
Max Drawdown (1Y) Largest decline over 1 year	-9.73%	-14.40%	+4.67%
Max Drawdown (3Y) Largest decline over 3 years	-19.66%	-22.13%	+2.47%
Max Drawdown (5Y) Largest decline over 5 years	-23.30%	-26.85%	+3.55%
Max Drawdown (10Y) Largest decline over 10 years	-34.33%	-35.29%	+0.96%
Current Drawdown Current decline from peak	-2.32%	-8.22%	+5.90%
Average Drawdown Average peak-to-trough decline	-9.29%	-7.11%	-2.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.31%	3.95%	-1.64%

Volatility

VGIAX vs. POGRX - Volatility Comparison

The current volatility for Vanguard Growth and Income Fund Admiral Shares (VGIAX) is 3.88%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.59%. This indicates that VGIAX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VGIAX	POGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.88%	7.59%	-3.71%
Volatility (6M) Calculated over the trailing 6-month period	10.86%	18.17%	-7.31%
Volatility (1Y) Calculated over the trailing 1-year period	13.80%	21.29%	-7.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.27%	20.21%	-2.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.24%	20.66%	-2.42%

VGIAX vs. POGRX - Expense Ratio Comparison

VGIAX has a 0.28% expense ratio, which is lower than POGRX's 0.66% expense ratio.

Dividends

VGIAX vs. POGRX - Dividend Comparison

VGIAX's dividend yield for the trailing twelve months is around 10.04%, less than POGRX's 20.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POGRX PRIMECAP Odyssey Growth Fund	20.26%	24.89%	20.79%	13.28%	12.36%	13.68%	12.50%	5.13%	2.45%	1.54%	5.83%	1.29%
VGIAX Vanguard Growth and Income Fund Admiral Shares	10.04%	10.72%	11.67%	8.70%	9.81%	15.28%	6.63%	4.19%	8.05%	5.06%	7.01%	7.72%

Frequently Asked Questions

Can I hold both VGIAX and POGRX in my portfolio?

VGIAX and POGRX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VGIAX or POGRX?

POGRX has higher volatility (7.59%) compared to VGIAX (3.88%). In terms of maximum drawdown, VGIAX dropped -56.85% vs POGRX's -51.63%.

Which has better risk-adjusted returns?

POGRX currently has the higher Sharpe Ratio (2.30 vs 1.25), 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.