VHCOX vs. POGRX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and PrimeCap Odyssey Growth Fund (POGRX).
VHCOX is managed by Vanguard. It was launched on Aug 14, 1995. POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCOX or POGRX.
Key characteristics
| VHCOX | POGRX | |
|---|---|---|
| YTD Return | 17.14% | 15.02% |
| 1Y Return | 23.09% | 24.85% |
| 3Y Return (Ann) | -1.03% | 5.50% |
| 5Y Return (Ann) | 6.02% | 11.90% |
| 10Y Return (Ann) | 6.07% | 11.93% |
| Sharpe Ratio | 1.82 | 1.15 |
| Sortino Ratio | 2.51 | 1.79 |
| Omega Ratio | 1.33 | 1.32 |
| Calmar Ratio | 1.17 | 2.21 |
| Martin Ratio | 8.57 | 4.39 |
| Ulcer Index | 3.02% | 6.42% |
| Daily Std Dev | 14.25% | 24.47% |
| Max Drawdown | -61.19% | -51.63% |
| Current Drawdown | -3.79% | -1.79% |
Correlation
The correlation between VHCOX 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.
Performance
VHCOX vs. POGRX - Performance Comparison
In the year-to-date period, VHCOX achieves a 17.14% return, which is significantly higher than POGRX's 15.02% return. Over the past 10 years, VHCOX has underperformed POGRX with an annualized return of 6.07%, while POGRX has yielded a comparatively higher 11.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHCOX vs. POGRX - Expense Ratio Comparison
VHCOX has a 0.43% expense ratio, which is lower than POGRX's 0.65% expense ratio.
Risk-Adjusted Performance
VHCOX vs. POGRX - Risk-Adjusted Performance Comparison
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.
Dividends
VHCOX vs. POGRX - Dividend Comparison
VHCOX's dividend yield for the trailing twelve months is around 0.60%, more than POGRX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 0.60% | 0.70% | 0.80% | 0.35% | 0.43% | 0.73% | 0.83% | 0.68% | 0.69% | 0.58% | 0.58% | 0.16% |
POGRX PrimeCap Odyssey Growth Fund | 0.46% | 0.53% | 0.62% | 0.12% | 0.41% | 0.50% | 0.35% | 0.30% | 0.48% | 0.36% | 0.63% | 0.33% |
Drawdowns
VHCOX vs. POGRX - Drawdown Comparison
The maximum VHCOX drawdown since its inception was -61.19%, 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.
Volatility
VHCOX vs. POGRX - Volatility Comparison
The current volatility for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) is 4.18%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 4.63%. This indicates that VHCOX 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.