CPODX vs. JPEF
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and JPMorgan Equity Focus ETF (JPEF).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. JPEF is an actively managed fund by JPMorgan. It was launched on Jul 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPODX or JPEF.
Correlation
The correlation between CPODX and JPEF is 0.75, 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. JPEF - Performance Comparison
Key characteristics
CPODX:
1.51
JPEF:
0.55
CPODX:
1.88
JPEF:
0.90
CPODX:
1.24
JPEF:
1.13
CPODX:
0.62
JPEF:
0.58
CPODX:
4.36
JPEF:
2.12
CPODX:
10.38%
JPEF:
4.96%
CPODX:
34.88%
JPEF:
19.03%
CPODX:
-84.51%
JPEF:
-18.09%
CPODX:
-56.78%
JPEF:
-7.63%
Returns By Period
In the year-to-date period, CPODX achieves a 0.46% return, which is significantly higher than JPEF's -3.68% return.
CPODX
0.46%
24.89%
12.92%
51.99%
-3.77%
3.09%
JPEF
-3.68%
12.77%
-4.90%
10.39%
N/A
N/A
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CPODX vs. JPEF - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than JPEF's 0.50% expense ratio.
Risk-Adjusted Performance
CPODX vs. JPEF — Risk-Adjusted Performance Rank
CPODX
JPEF
CPODX vs. JPEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and JPMorgan Equity Focus ETF (JPEF). 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. JPEF - Dividend Comparison
CPODX's dividend yield for the trailing twelve months is around 0.63%, less than JPEF's 0.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | 0.63% | 0.64% | 0.00% | 0.00% | 0.05% |
JPEF JPMorgan Equity Focus ETF | 0.74% | 0.72% | 0.39% | 0.00% | 0.00% |
Drawdowns
CPODX vs. JPEF - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than JPEF's maximum drawdown of -18.09%. Use the drawdown chart below to compare losses from any high point for CPODX and JPEF. For additional features, visit the drawdowns tool.
Volatility
CPODX vs. JPEF - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 15.91% compared to JPMorgan Equity Focus ETF (JPEF) at 10.85%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than JPEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.