CPODX vs. MSEQX

In the year-to-date period, CPODX achieves a 13.10% return, which is significantly lower than MSEQX's 13.95% return. Both investments have delivered pretty close results over the past 10 years, with CPODX having a 4.19% annualized return and MSEQX not far ahead at 4.32%.

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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 2.12, which is comparable to the MSEQX Sharpe Ratio of 2.13. 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.

CPODX's dividend yield for the trailing twelve months is around 0.56%, more than MSEQX's 0.48% yield.

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.

Morgan Stanley Insight Fund (CPODX) has a higher volatility of 6.89% compared to Morgan Stanley Growth Portfolio Class I (MSEQX) at 6.52%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than MSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.