CPOAX vs. FBGRX

In the year-to-date period, CPOAX achieves a 6.69% return, which is significantly higher than FBGRX's -3.18% return. Over the past 10 years, CPOAX has underperformed FBGRX with an annualized return of 1.94%, while FBGRX has yielded a comparatively higher 12.30% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CPOAX has a 1.15% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.

The current CPOAX Sharpe Ratio is 1.72, which is higher than the FBGRX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of CPOAX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPOAX's dividend yield for the trailing twelve months is around 0.57%, more than FBGRX's 0.24% yield.

The maximum CPOAX drawdown since its inception was -84.57%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for CPOAX and FBGRX. For additional features, visit the drawdowns tool.

Morgan Stanley Insight A (CPOAX) has a higher volatility of 9.62% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 7.49%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.