CPOAX vs. FDSSX
CPOAX (Morgan Stanley Insight A) and FDSSX (Fidelity Stock Selector All Cap Fund) are both Large Cap Growth Equities funds. Over the past 10 years, CPOAX returned 15.13%/yr vs 15.00%/yr for FDSSX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. CPOAX charges 1.15%/yr vs 0.68%/yr for FDSSX.
Performance
CPOAX vs. FDSSX - Performance Comparison
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Returns By Period
In the year-to-date period, CPOAX achieves a -7.80% return, which is significantly lower than FDSSX's 15.33% return. Both investments have delivered pretty close results over the past 10 years, with CPOAX having a 15.13% annualized return and FDSSX not far behind at 15.00%.
CPOAX
- 1D
- -2.37%
- 1M
- -9.05%
- 6M
- -0.21%
- YTD
- -7.80%
- 1Y
- -3.90%
- 3Y*
- 19.22%
- 5Y*
- -4.03%
- 10Y*
- 15.13%
- ALL TIME*
- 10.45%
FDSSX
- 1D
- 0.73%
- 1M
- -0.07%
- 6M
- 11.74%
- YTD
- 15.33%
- 1Y
- 29.29%
- 3Y*
- 20.09%
- 5Y*
- 12.16%
- 10Y*
- 15.00%
- ALL TIME*
- 11.48%
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 |
CPOAX vs. FDSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPOAX Morgan Stanley Insight A | -7.80% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 48.40% |
FDSSX Fidelity Stock Selector All Cap Fund | 15.33% | 18.89% | 19.79% | 26.94% | -19.55% | 23.14% | 24.90% | 32.21% | -8.61% | 24.42% |
Correlation
The correlation between CPOAX and FDSSX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1997 | 0.80 |
The correlation between CPOAX and FDSSX shifts across timeframes, from 0.69 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CPOAX vs. FDSSX — Risk / Return Rank
CPOAX
FDSSX
CPOAX vs. FDSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Fidelity Stock Selector All Cap Fund (FDSSX). 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.
| CPOAX | FDSSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.34 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.94 | -3.19 |
| Martin ratioReturn relative to average drawdown | -0.49 | 13.29 | -13.78 |
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Drawdowns
CPOAX vs. FDSSX - Drawdown Comparison
The maximum CPOAX drawdown since its inception was -84.57%, which is greater than FDSSX's maximum drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for CPOAX and FDSSX.
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Drawdown Indicators
| CPOAX | FDSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -56.77% | -27.80% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -9.19% | -19.18% |
Max Drawdown (3Y)Largest decline over 3 years | -31.38% | -20.86% | -10.52% |
Max Drawdown (5Y)Largest decline over 5 years | -70.73% | -25.22% | -45.51% |
Max Drawdown (10Y)Largest decline over 10 years | -71.33% | -34.37% | -36.96% |
Current DrawdownCurrent decline from peak | -26.90% | -1.58% | -25.32% |
Average DrawdownAverage peak-to-trough decline | -39.12% | -9.84% | -29.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.48% | 2.03% | +12.45% |
Volatility
CPOAX vs. FDSSX - Volatility Comparison
Morgan Stanley Insight A (CPOAX) has a higher volatility of 8.05% compared to Fidelity Stock Selector All Cap Fund (FDSSX) at 3.79%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than FDSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPOAX | FDSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.05% | 3.79% | +4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 23.67% | 11.40% | +12.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.60% | 14.27% | +16.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.99% | 17.90% | +22.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.27% | 18.58% | +15.69% |
CPOAX vs. FDSSX - Expense Ratio Comparison
CPOAX has a 1.15% expense ratio, which is higher than FDSSX's 0.68% expense ratio.
Dividends
CPOAX vs. FDSSX - Dividend Comparison
CPOAX has not paid dividends to shareholders, while FDSSX's dividend yield for the trailing twelve months is around 4.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPOAX Morgan Stanley Insight A | 0.00% | 0.00% | 0.61% | 0.00% | 51.84% | 14.94% | 9.06% | 7.29% | 9.33% | 28.73% | 9.83% | 8.92% |
FDSSX Fidelity Stock Selector All Cap Fund | 4.15% | 4.79% | 4.83% | 2.03% | 0.36% | 0.84% | 5.22% | 6.09% | 4.46% | 3.07% | 1.04% | 5.16% |
Frequently Asked Questions
CPOAX and FDSSX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPOAX has higher volatility (8.05%) compared to FDSSX (3.79%). In terms of maximum drawdown, CPOAX dropped -84.57% vs FDSSX's -56.77%.
FDSSX currently has the higher Sharpe Ratio (1.89 vs -0.23), 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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