VMGRX vs. POAGX
VMGRX (Vanguard Mid-Cap Growth Fund) and POAGX (PRIMECAP Odyssey Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, VMGRX returned 9.56%/yr vs 14.67%/yr for POAGX. Their correlation of 0.90 means they have usually moved in the same direction. VMGRX charges 0.33%/yr vs 0.66%/yr for POAGX.
Performance
VMGRX vs. POAGX - Performance Comparison
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Returns By Period
In the year-to-date period, VMGRX achieves a -2.94% return, which is significantly lower than POAGX's 19.40% return. Over the past 10 years, VMGRX has underperformed POAGX with an annualized return of 9.56%, while POAGX has yielded a comparatively higher 14.67% annualized return.
VMGRX
- 1D
- -0.54%
- 1M
- -6.80%
- 6M
- 0.00%
- YTD
- -2.94%
- 1Y
- -0.29%
- 3Y*
- 8.59%
- 5Y*
- 1.18%
- 10Y*
- 9.56%
- ALL TIME*
- 8.37%
POAGX
- 1D
- -0.78%
- 1M
- -4.47%
- 6M
- 12.65%
- YTD
- 19.40%
- 1Y
- 46.68%
- 3Y*
- 21.62%
- 5Y*
- 9.22%
- 10Y*
- 14.67%
- ALL TIME*
- 14.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VMGRX vs. POAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | -2.94% | 8.80% | 17.73% | 24.15% | -30.13% | 9.21% | 33.40% | 32.06% | -3.52% | 21.60% |
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 19.40% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 33.60% |
Correlation
The correlation between VMGRX and POAGX is 0.83, 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. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
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 2, 2004 | 0.90 |
The correlation between VMGRX and POAGX has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.
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Return for Risk
VMGRX vs. POAGX — Risk / Return Rank
VMGRX
POAGX
VMGRX vs. POAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) 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.
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.
| VMGRX | POAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.55 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.32 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 2.67 | -2.76 |
| Martin ratioReturn relative to average drawdown | -0.27 | 9.61 | -9.88 |
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Drawdowns
VMGRX vs. POAGX - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -71.74%, which is greater than POAGX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for VMGRX and POAGX.
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Drawdown Indicators
| VMGRX | POAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.74% | -55.77% | -15.97% |
Max Drawdown (1Y)Largest decline over 1 year | -19.09% | -16.87% | -2.22% |
Max Drawdown (3Y)Largest decline over 3 years | -26.85% | -24.73% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -39.71% | -38.80% | -0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -38.80% | -0.91% |
Current DrawdownCurrent decline from peak | -8.71% | -8.96% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -24.38% | -9.50% | -14.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.39% | 4.68% | +1.71% |
Volatility
VMGRX vs. POAGX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Growth Fund (VMGRX) is 7.34%, while PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a volatility of 8.24%. This indicates that VMGRX 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.
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Volatility by Period
| VMGRX | POAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 8.24% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 17.69% | 20.54% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.23% | 24.21% | -2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 23.58% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 23.15% | -0.73% |
VMGRX vs. POAGX - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is lower than POAGX's 0.66% expense ratio.
Dividends
VMGRX vs. POAGX - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 18.28%, more than POAGX's 11.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 11.10% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
VMGRX Vanguard Mid-Cap Growth Fund | 18.28% | 17.74% | 1.80% | 0.39% | 0.26% | 34.53% | 6.30% | 10.43% | 14.53% | 3.13% | 0.67% | 8.20% |
Frequently Asked Questions
VMGRX and POAGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POAGX has higher volatility (8.24%) compared to VMGRX (7.34%). In terms of maximum drawdown, VMGRX dropped -71.74% vs POAGX's -55.77%.
POAGX currently has the higher Sharpe Ratio (1.86 vs -0.08), 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.
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