BFOCX vs. MSEQX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Morgan Stanley Growth Portfolio Class I (MSEQX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991.
Performance
BFOCX vs. MSEQX - Performance Comparison
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BFOCX vs. MSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -1.11% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | 10.04% | 44.10% |
MSEQX Morgan Stanley Growth Portfolio Class I | -15.37% | 24.78% | 46.65% | 50.36% | -60.18% | -0.00% | 115.60% | 38.25% | 5.38% | 43.91% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly higher than MSEQX's -15.37% return. Over the past 10 years, BFOCX has outperformed MSEQX with an annualized return of 16.87%, while MSEQX has yielded a comparatively lower 15.71% annualized return.
BFOCX
- 1D
- 6.92%
- 1M
- -1.41%
- YTD
- -1.11%
- 6M
- -6.40%
- 1Y
- 56.04%
- 3Y*
- 35.46%
- 5Y*
- 1.76%
- 10Y*
- 16.87%
MSEQX
- 1D
- 4.54%
- 1M
- -4.30%
- YTD
- -15.37%
- 6M
- -21.98%
- 1Y
- 15.92%
- 3Y*
- 25.56%
- 5Y*
- -1.63%
- 10Y*
- 15.71%
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BFOCX vs. MSEQX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than MSEQX's 0.56% expense ratio.
Return for Risk
BFOCX vs. MSEQX — Risk / Return Rank
BFOCX
MSEQX
BFOCX vs. MSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Morgan Stanley Growth Portfolio Class I (MSEQX). 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.
| BFOCX | MSEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.55 | +0.86 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.01 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.12 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 0.58 | +2.62 |
Martin ratioReturn relative to average drawdown | 9.03 | 1.53 | +7.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFOCX | MSEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.55 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | -0.04 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.47 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.46 | -0.44 |
Correlation
The correlation between BFOCX and MSEQX is 0.83, 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.
Dividends
BFOCX vs. MSEQX - Dividend Comparison
Neither BFOCX nor MSEQX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 9.52% |
MSEQX Morgan Stanley Growth Portfolio Class I | 0.00% | 0.00% | 0.55% | 0.05% | 16.79% | 24.24% | 9.36% | 21.39% | 5.38% | 21.18% | 12.71% | 7.55% |
Drawdowns
BFOCX vs. MSEQX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than MSEQX's maximum drawdown of -69.48%. Use the drawdown chart below to compare losses from any high point for BFOCX and MSEQX.
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Drawdown Indicators
| BFOCX | MSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -69.48% | -27.94% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -27.73% | +9.98% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -69.48% | -27.94% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -69.48% | -27.94% |
Current DrawdownCurrent decline from peak | -95.22% | -26.02% | -69.20% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -16.88% | -44.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 10.55% | -4.25% |
Volatility
BFOCX vs. MSEQX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to Morgan Stanley Growth Portfolio Class I (MSEQX) at 9.47%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than MSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOCX | MSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 9.47% | +7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 29.67% | 22.11% | +7.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.19% | 33.39% | +8.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 39.78% | +1,059.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 33.59% | +744.07% |