CPODX vs. FBGRX
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Fidelity Blue Chip Growth Fund (FBGRX).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPODX or FBGRX.
Key characteristics
| CPODX | FBGRX | |
|---|---|---|
| YTD Return | 16.92% | 30.91% |
| 1Y Return | 47.43% | 49.70% |
| 3Y Return (Ann) | -16.60% | 8.52% |
| 5Y Return (Ann) | 9.27% | 22.92% |
| 10Y Return (Ann) | 13.24% | 18.40% |
| Sharpe Ratio | 1.57 | 2.41 |
| Sortino Ratio | 2.14 | 3.12 |
| Omega Ratio | 1.27 | 1.43 |
| Calmar Ratio | 0.64 | 1.92 |
| Martin Ratio | 6.95 | 11.78 |
| Ulcer Index | 6.15% | 3.99% |
| Daily Std Dev | 27.32% | 19.54% |
| Max Drawdown | -84.51% | -57.42% |
| Current Drawdown | -46.45% | -1.09% |
Correlation
The correlation between CPODX and FBGRX is 0.85, 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
CPODX vs. FBGRX - Performance Comparison
In the year-to-date period, CPODX achieves a 16.92% return, which is significantly lower than FBGRX's 30.91% return. Over the past 10 years, CPODX has underperformed FBGRX with an annualized return of 13.24%, while FBGRX has yielded a comparatively higher 18.40% annualized return. 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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CPODX vs. FBGRX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
CPODX vs. FBGRX - Risk-Adjusted Performance Comparison
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.
Dividends
CPODX vs. FBGRX - Dividend Comparison
CPODX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 5.62%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | 0.00% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% | 7.15% | 8.61% |
FBGRX Fidelity Blue Chip Growth Fund | 5.62% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
CPODX vs. FBGRX - Drawdown Comparison
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.
Volatility
CPODX vs. FBGRX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 6.41% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 4.11%. 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.