CPODX vs. FBGRX

In the year-to-date period, CPODX achieves a 45.41% return, which is significantly higher than FBGRX's 35.88% return. Over the past 10 years, CPODX has underperformed FBGRX with an annualized return of 2.76%, while FBGRX has yielded a comparatively higher 13.91% annualized return.

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CPODX has a 0.83% 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 Fund (CPODX) 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 CPODX Sharpe Ratio is 2.64, which is comparable to the FBGRX Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of CPODX 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.

CPODX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.20%.

The maximum CPODX drawdown since its inception was -84.51%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for CPODX and FBGRX. For additional features, visit the drawdowns tool.

Morgan Stanley Insight Fund (CPODX) has a higher volatility of 9.06% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.84%. This indicates that CPODX'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.