VIMSX vs. POAGX
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. POAGX 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: VIMSX or POAGX.
Key characteristics
| VIMSX | POAGX | |
|---|---|---|
| YTD Return | 20.11% | 16.85% |
| 1Y Return | 37.36% | 27.09% |
| 3Y Return (Ann) | 3.68% | -6.86% |
| 5Y Return (Ann) | 11.63% | 2.15% |
| 10Y Return (Ann) | 10.11% | 4.09% |
| Sharpe Ratio | 2.86 | 1.33 |
| Sortino Ratio | 3.96 | 1.84 |
| Omega Ratio | 1.50 | 1.24 |
| Calmar Ratio | 1.86 | 0.66 |
| Martin Ratio | 17.71 | 5.47 |
| Ulcer Index | 2.04% | 4.51% |
| Daily Std Dev | 12.67% | 18.50% |
| Max Drawdown | -58.96% | -56.06% |
| Current Drawdown | 0.00% | -20.09% |
Correlation
The correlation between VIMSX and POAGX is 0.88, 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
VIMSX vs. POAGX - Performance Comparison
In the year-to-date period, VIMSX achieves a 20.11% return, which is significantly higher than POAGX's 16.85% return. Over the past 10 years, VIMSX has outperformed POAGX with an annualized return of 10.11%, while POAGX has yielded a comparatively lower 4.09% 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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VIMSX vs. POAGX - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is lower than POAGX's 0.65% expense ratio.
Risk-Adjusted Performance
VIMSX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) 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.
Dividends
VIMSX vs. POAGX - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.34%, more than POAGX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.34% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.01% | 0.17% | 0.00% |
Drawdowns
VIMSX vs. POAGX - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, which is greater than POAGX's maximum drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for VIMSX and POAGX. For additional features, visit the drawdowns tool.
Volatility
VIMSX vs. POAGX - Volatility Comparison
The current volatility for Vanguard Mid Cap Index Fund (VIMSX) is 3.87%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 5.66%. This indicates that VIMSX 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.