CPODX vs. MSEQX
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Growth Portfolio Class I (MSEQX).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991.
Performance
CPODX vs. MSEQX - Performance Comparison
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CPODX vs. MSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -13.67% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
MSEQX Morgan Stanley Growth Portfolio Class I | -15.37% | 24.78% | 46.65% | 50.36% | -60.18% | -0.00% | 115.60% | 38.25% | 5.38% | 43.91% |
Returns By Period
In the year-to-date period, CPODX achieves a -13.67% return, which is significantly higher than MSEQX's -15.37% return. Both investments have delivered pretty close results over the past 10 years, with CPODX having a 15.35% annualized return and MSEQX not far ahead at 15.71%.
CPODX
- 1D
- 4.72%
- 1M
- -4.15%
- YTD
- -13.67%
- 6M
- -22.53%
- 1Y
- 12.75%
- 3Y*
- 24.77%
- 5Y*
- -3.71%
- 10Y*
- 15.35%
MSEQX
- 1D
- 4.54%
- 1M
- -4.30%
- YTD
- -15.37%
- 6M
- -21.98%
- 1Y
- 15.92%
- 3Y*
- 25.56%
- 5Y*
- -1.63%
- 10Y*
- 15.71%
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CPODX vs. MSEQX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than MSEQX's 0.56% expense ratio.
Return for Risk
CPODX vs. MSEQX — Risk / Return Rank
CPODX
MSEQX
CPODX vs. MSEQX - Risk-Adjusted Trends Comparison
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.
| CPODX | MSEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.55 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.01 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.12 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 0.58 | -0.12 |
Martin ratioReturn relative to average drawdown | 1.18 | 1.53 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPODX | MSEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.55 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | -0.04 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.47 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.46 | -0.12 |
Correlation
The correlation between CPODX and MSEQX is 0.94, 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. MSEQX - Dividend Comparison
Neither CPODX nor MSEQX has paid dividends to shareholders.
| 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% |
MSEQX Morgan Stanley Growth Portfolio Class I | 0.00% | 0.00% | 0.55% | 0.05% | 16.79% | 24.24% | 9.36% | 21.39% | 5.38% | 21.18% | 12.71% | 7.55% |
Drawdowns
CPODX vs. MSEQX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than MSEQX's maximum drawdown of -69.48%. Use the drawdown chart below to compare losses from any high point for CPODX and MSEQX.
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Drawdown Indicators
| CPODX | MSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -69.48% | -15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -27.73% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -69.48% | -1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -69.48% | -1.78% |
Current DrawdownCurrent decline from peak | -30.82% | -26.02% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -38.54% | -16.88% | -21.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.04% | 10.55% | +0.49% |
Volatility
CPODX vs. MSEQX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 10.11% compared to Morgan Stanley Growth Portfolio Class I (MSEQX) at 9.47%. 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.
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Volatility by Period
| CPODX | MSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 9.47% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 22.91% | 22.11% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.55% | 33.39% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.87% | 39.78% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 33.59% | +0.32% |