CPODX vs. MPAIX
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. MPAIX is managed by T. Rowe Price. It was launched on Jun 30, 2008.
Performance
CPODX vs. MPAIX - Performance Comparison
Loading graphics...
CPODX vs. MPAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -17.56% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
MPAIX Morgan Stanley Institutional Fund, Inc. Advantage Portfolio | -15.92% | 18.96% | 36.20% | 46.28% | -54.25% | -4.91% | 74.81% | 29.09% | 2.07% | 32.08% |
Returns By Period
In the year-to-date period, CPODX achieves a -17.56% return, which is significantly lower than MPAIX's -15.92% return. Over the past 10 years, CPODX has outperformed MPAIX with an annualized return of 14.82%, while MPAIX has yielded a comparatively lower 10.73% annualized return.
CPODX
- 1D
- -0.78%
- 1M
- -9.16%
- YTD
- -17.56%
- 6M
- -25.69%
- 1Y
- 9.60%
- 3Y*
- 22.87%
- 5Y*
- -4.16%
- 10Y*
- 14.82%
MPAIX
- 1D
- 0.30%
- 1M
- -6.23%
- YTD
- -15.92%
- 6M
- -21.30%
- 1Y
- 7.34%
- 3Y*
- 18.67%
- 5Y*
- -2.28%
- 10Y*
- 10.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPODX vs. MPAIX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is lower than MPAIX's 0.85% expense ratio.
Return for Risk
CPODX vs. MPAIX — Risk / Return Rank
CPODX
MPAIX
CPODX vs. MPAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX). 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.
| CPODX | MPAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.20 | +0.04 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.50 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | 0.09 | +0.05 |
Martin ratioReturn relative to average drawdown | 0.36 | 0.24 | +0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CPODX | MPAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.20 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | -0.06 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.37 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.41 | -0.08 |
Correlation
The correlation between CPODX and MPAIX is 0.93, 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.
Dividends
CPODX vs. MPAIX - Dividend Comparison
CPODX has not paid dividends to shareholders, while MPAIX's dividend yield for the trailing twelve months is around 0.03%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | 0.00% | 0.00% | 0.64% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% |
MPAIX Morgan Stanley Institutional Fund, Inc. Advantage Portfolio | 0.03% | 0.03% | 1.50% | 0.00% | 28.33% | 23.18% | 5.16% | 3.77% | 4.54% | 7.43% | 2.17% | 8.89% |
Drawdowns
CPODX vs. MPAIX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than MPAIX's maximum drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for CPODX and MPAIX.
Loading graphics...
Drawdown Indicators
| CPODX | MPAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -64.09% | -20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -24.12% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -64.09% | -6.62% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -64.09% | -7.17% |
Current DrawdownCurrent decline from peak | -33.94% | -24.56% | -9.38% |
Average DrawdownAverage peak-to-trough decline | -38.55% | -13.49% | -25.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 9.30% | +1.63% |
Volatility
CPODX vs. MPAIX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 8.76% compared to Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) at 7.04%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than MPAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CPODX | MPAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 7.04% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 19.00% | +3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.29% | 29.10% | +4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.84% | 35.46% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.88% | 29.33% | +4.55% |