GWPFX vs. MSEQX
Compare and contrast key facts about American Funds Global Growth Fund Class R-6 (GWPFX) and Morgan Stanley Growth Portfolio Class I (MSEQX).
GWPFX is managed by American Funds. It was launched on May 18, 2009. MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991.
Performance
GWPFX vs. MSEQX - Performance Comparison
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GWPFX vs. MSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | -5.63% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
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, GWPFX achieves a -5.63% return, which is significantly higher than MSEQX's -15.37% return. Over the past 10 years, GWPFX has underperformed MSEQX with an annualized return of 11.85%, while MSEQX has yielded a comparatively higher 15.71% annualized return.
GWPFX
- 1D
- 3.37%
- 1M
- -6.88%
- YTD
- -5.63%
- 6M
- -3.29%
- 1Y
- 19.12%
- 3Y*
- 17.27%
- 5Y*
- 7.64%
- 10Y*
- 11.85%
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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GWPFX vs. MSEQX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is lower than MSEQX's 0.56% expense ratio.
Return for Risk
GWPFX vs. MSEQX — Risk / Return Rank
GWPFX
MSEQX
GWPFX vs. MSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Fund Class R-6 (GWPFX) 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.
| GWPFX | MSEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.55 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.01 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 0.58 | +1.06 |
Martin ratioReturn relative to average drawdown | 6.67 | 1.53 | +5.13 |
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
| GWPFX | MSEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.55 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | -0.04 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.47 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.46 | -0.15 |
Correlation
The correlation between GWPFX and MSEQX is 0.79, 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
GWPFX vs. MSEQX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 6.10%, while MSEQX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 6.10% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
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
GWPFX vs. MSEQX - Drawdown Comparison
The maximum GWPFX drawdown since its inception was -52.51%, smaller than the maximum MSEQX drawdown of -69.48%. Use the drawdown chart below to compare losses from any high point for GWPFX and MSEQX.
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Drawdown Indicators
| GWPFX | MSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -69.48% | +16.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -27.73% | +15.95% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -69.48% | +35.33% |
Max Drawdown (10Y)Largest decline over 10 years | -52.51% | -69.48% | +16.97% |
Current DrawdownCurrent decline from peak | -8.81% | -26.02% | +17.21% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -16.88% | +11.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 10.55% | -7.64% |
Volatility
GWPFX vs. MSEQX - Volatility Comparison
The current volatility for American Funds Global Growth Fund Class R-6 (GWPFX) is 6.57%, while Morgan Stanley Growth Portfolio Class I (MSEQX) has a volatility of 9.47%. This indicates that GWPFX 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.
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Volatility by Period
| GWPFX | MSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 9.47% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.27% | 22.11% | -10.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 33.39% | -14.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 39.78% | -21.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.60% | 33.59% | +8.01% |