LGILX vs. CPODX
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Morgan Stanley Insight Fund (CPODX).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997.
Performance
LGILX vs. CPODX - Performance Comparison
Loading graphics...
LGILX vs. CPODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | -8.44% | -0.54% | 31.98% | 48.08% | -38.11% | 20.06% | 38.40% | 32.59% | 2.00% | 33.89% |
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% |
Returns By Period
In the year-to-date period, LGILX achieves a -8.44% return, which is significantly higher than CPODX's -13.67% return. Over the past 10 years, LGILX has underperformed CPODX with an annualized return of 13.28%, while CPODX has yielded a comparatively higher 15.35% annualized return.
LGILX
- 1D
- 3.82%
- 1M
- -5.25%
- YTD
- -8.44%
- 6M
- -19.88%
- 1Y
- 0.21%
- 3Y*
- 14.98%
- 5Y*
- 5.30%
- 10Y*
- 13.28%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LGILX vs. CPODX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is lower than CPODX's 0.83% expense ratio.
Return for Risk
LGILX vs. CPODX — Risk / Return Rank
LGILX
CPODX
LGILX vs. CPODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Morgan Stanley Insight Fund (CPODX). 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.
| LGILX | CPODX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | 0.44 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.23 | 0.87 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.11 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | -0.08 | 0.46 | -0.54 |
Martin ratioReturn relative to average drawdown | -0.21 | 1.18 | -1.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LGILX | CPODX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.44 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | -0.09 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.45 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.33 | -0.01 |
Correlation
The correlation between LGILX and CPODX is 0.84, 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
LGILX vs. CPODX - Dividend Comparison
Neither LGILX nor CPODX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 7.95% | 18.16% | 13.58% | 13.58% | 5.22% | 8.46% | 8.42% | 13.64% | 1.65% | 0.00% |
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% |
Drawdowns
LGILX vs. CPODX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for LGILX and CPODX.
Loading graphics...
Drawdown Indicators
| LGILX | CPODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -84.51% | +16.77% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -28.28% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -70.71% | +27.71% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -71.26% | +28.26% |
Current DrawdownCurrent decline from peak | -23.36% | -30.82% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -38.54% | +17.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.18% | 11.04% | -0.86% |
Volatility
LGILX vs. CPODX - Volatility Comparison
The current volatility for Schwab Select Large Cap Growth Fund (LGILX) is 6.98%, while Morgan Stanley Insight Fund (CPODX) has a volatility of 10.11%. This indicates that LGILX experiences smaller price fluctuations and is considered to be less risky than CPODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LGILX | CPODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 10.11% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 19.85% | 22.91% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.60% | 33.55% | -6.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.28% | 39.87% | -13.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.07% | 33.91% | -9.84% |