CPODX vs. MSEQX

The year-to-date returns for both stocks are quite close, with CPODX having a 49.07% return and MSEQX slightly lower at 48.88%. Over the past 10 years, CPODX has underperformed MSEQX with an annualized return of 2.94%, while MSEQX has yielded a comparatively higher 3.26% annualized return.

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CPODX has a 0.83% expense ratio, which is higher than MSEQX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Growth Portfolio Class I (MSEQX). 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 2.86, which is comparable to the MSEQX Sharpe Ratio of 2.81. The chart below compares the historical Sharpe Ratios of CPODX and MSEQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CPODX nor MSEQX has paid dividends to shareholders.

The maximum CPODX drawdown since its inception was -84.51%, which is greater than MSEQX's maximum drawdown of -78.57%. Use the drawdown chart below to compare losses from any high point for CPODX and MSEQX. For additional features, visit the drawdowns tool.

The current volatility for Morgan Stanley Insight Fund (CPODX) is 8.83%, while Morgan Stanley Growth Portfolio Class I (MSEQX) has a volatility of 9.53%. This indicates that CPODX experiences smaller price fluctuations and is considered to be less risky than MSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.