EUGDX vs. FXAIX

In the year-to-date period, EUGDX achieves a 15.09% return, which is significantly higher than FXAIX's 1.05% return. Over the past 10 years, EUGDX has underperformed FXAIX with an annualized return of 6.18%, while FXAIX has yielded a comparatively higher 12.59% annualized return.

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EUGDX has a 1.05% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) and Fidelity 500 Index Fund (FXAIX). 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 EUGDX Sharpe Ratio is 0.96, which is higher than the FXAIX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of EUGDX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EUGDX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.26%.

The maximum EUGDX drawdown since its inception was -57.33%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for EUGDX and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Morgan Stanley Europe Opportunity Fund Inc. (EUGDX) is 4.37%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.16%. This indicates that EUGDX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.