VPCCX vs. POSKX
Compare and contrast key facts about Vanguard PRIMECAP Core Fund (VPCCX) and PrimeCap Odyssey Stock Fund (POSKX).
VPCCX is managed by Vanguard. It was launched on Dec 9, 2004. POSKX 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: VPCCX or POSKX.
Key characteristics
| VPCCX | POSKX | |
|---|---|---|
| YTD Return | 17.90% | 17.36% |
| 1Y Return | 31.36% | 31.43% |
| 3Y Return (Ann) | 8.14% | 7.90% |
| 5Y Return (Ann) | 13.02% | 12.51% |
| 10Y Return (Ann) | 12.17% | 11.74% |
| Sharpe Ratio | 1.90 | 1.45 |
| Sortino Ratio | 2.71 | 2.13 |
| Omega Ratio | 1.38 | 1.37 |
| Calmar Ratio | 2.62 | 2.65 |
| Martin Ratio | 9.53 | 6.96 |
| Ulcer Index | 3.10% | 4.25% |
| Daily Std Dev | 15.51% | 20.34% |
| Max Drawdown | -47.53% | -50.18% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VPCCX and POSKX is 0.99, 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
VPCCX vs. POSKX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VPCCX having a 17.90% return and POSKX slightly lower at 17.36%. Both investments have delivered pretty close results over the past 10 years, with VPCCX having a 12.17% annualized return and POSKX not far behind at 11.74%. 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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VPCCX vs. POSKX - Expense Ratio Comparison
VPCCX has a 0.46% expense ratio, which is lower than POSKX's 0.65% expense ratio.
Risk-Adjusted Performance
VPCCX vs. POSKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Core Fund (VPCCX) and PrimeCap Odyssey Stock Fund (POSKX). 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
VPCCX vs. POSKX - Dividend Comparison
VPCCX's dividend yield for the trailing twelve months is around 1.06%, more than POSKX's 1.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPCCX Vanguard PRIMECAP Core Fund | 1.06% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% | 0.92% |
POSKX PrimeCap Odyssey Stock Fund | 1.03% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% | 1.14% |
Drawdowns
VPCCX vs. POSKX - Drawdown Comparison
The maximum VPCCX drawdown since its inception was -47.53%, smaller than the maximum POSKX drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for VPCCX and POSKX. For additional features, visit the drawdowns tool.
Volatility
VPCCX vs. POSKX - Volatility Comparison
Vanguard PRIMECAP Core Fund (VPCCX) and PrimeCap Odyssey Stock Fund (POSKX) have volatilities of 4.05% and 3.88%, 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.