VHCAX vs. POGRX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and PrimeCap Odyssey Growth Fund (POGRX).
VHCAX is managed by Vanguard. It was launched on Nov 12, 2001. POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Performance
VHCAX vs. POGRX - Performance Comparison
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VHCAX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | -6.48% | 25.83% | 14.07% | 25.63% | -17.56% | 20.92% | 22.83% | 27.30% | -3.71% | 28.37% |
POGRX PrimeCap Odyssey Growth Fund | -8.17% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Returns By Period
In the year-to-date period, VHCAX achieves a -6.48% return, which is significantly higher than POGRX's -8.17% return. Both investments have delivered pretty close results over the past 10 years, with VHCAX having a 13.98% annualized return and POGRX not far behind at 13.80%.
VHCAX
- 1D
- -1.54%
- 1M
- -10.49%
- YTD
- -6.48%
- 6M
- 0.93%
- 1Y
- 21.72%
- 3Y*
- 16.37%
- 5Y*
- 9.11%
- 10Y*
- 13.98%
POGRX
- 1D
- -1.43%
- 1M
- -10.73%
- YTD
- -8.17%
- 6M
- -0.34%
- 1Y
- 26.71%
- 3Y*
- 17.28%
- 5Y*
- 9.28%
- 10Y*
- 13.80%
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VHCAX vs. POGRX - Expense Ratio Comparison
VHCAX has a 0.36% expense ratio, which is lower than POGRX's 0.65% expense ratio.
Return for Risk
VHCAX vs. POGRX — Risk / Return Rank
VHCAX
POGRX
VHCAX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) 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.
| VHCAX | POGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.21 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.74 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.67 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.86 | 6.52 | -0.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VHCAX | POGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.21 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.48 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.68 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.58 | -0.04 |
Correlation
The correlation between VHCAX and POGRX is 0.97, 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.
Dividends
VHCAX vs. POGRX - Dividend Comparison
VHCAX's dividend yield for the trailing twelve months is around 10.39%, less than POGRX's 27.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCAX Vanguard Capital Opportunity Fund Admiral Shares | 10.39% | 9.71% | 8.24% | 2.40% | 9.35% | 10.55% | 9.19% | 6.48% | 12.23% | 3.87% | 5.74% | 5.39% |
POGRX PrimeCap Odyssey Growth Fund | 27.11% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Drawdowns
VHCAX vs. POGRX - Drawdown Comparison
The maximum VHCAX drawdown since its inception was -54.27%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VHCAX and POGRX.
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Drawdown Indicators
| VHCAX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.27% | -51.63% | -2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -14.40% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -26.85% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | -35.29% | +1.51% |
Current DrawdownCurrent decline from peak | -12.42% | -14.40% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -8.45% | -7.17% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.69% | -0.39% |
Volatility
VHCAX vs. POGRX - Volatility Comparison
Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) and PrimeCap Odyssey Growth Fund (POGRX) have volatilities of 6.07% and 6.38%, 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.
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Volatility by Period
| VHCAX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 6.38% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 13.13% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.35% | 21.91% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 19.22% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.16% | 20.29% | -0.13% |