VHCOX vs. POGRX

In the year-to-date period, VHCOX achieves a -0.29% return, which is significantly lower than POGRX's 0.12% return. Both investments have delivered pretty close results over the past 10 years, with VHCOX having a 11.49% annualized return and POGRX not far behind at 11.04%.

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VHCOX has a 0.43% expense ratio, which is lower than POGRX's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) 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.

The current VHCOX Sharpe Ratio is 0.25, which is lower than the POGRX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of VHCOX and POGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHCOX's dividend yield for the trailing twelve months is around 0.69%, more than POGRX's 0.50% yield.

The maximum VHCOX drawdown since its inception was -54.30%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VHCOX and POGRX. For additional features, visit the drawdowns tool.

Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and PrimeCap Odyssey Growth Fund (POGRX) have volatilities of 7.07% and 6.76%, 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.