MEGIX vs. CPODX
MEGIX (Morgan Stanley Growth Portfolio) and CPODX (Morgan Stanley Insight Fund) are both Large Cap Growth Equities funds from Morgan Stanley. Over the past 5 years, MEGIX returned -1.72%/yr vs -3.81%/yr for CPODX. Their 0.99 correlation means they have historically moved very closely together. MEGIX charges 0.57%/yr vs 0.83%/yr for CPODX.
Performance
MEGIX vs. CPODX - Performance Comparison
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Returns By Period
In the year-to-date period, MEGIX achieves a -10.79% return, which is significantly lower than CPODX's -7.64% return.
MEGIX
- 1D
- -2.16%
- 1M
- -8.12%
- 6M
- -2.53%
- YTD
- -10.79%
- 1Y
- -6.05%
- 3Y*
- 23.24%
- 5Y*
- -1.72%
- 10Y*
- —
- ALL TIME*
- 15.07%
CPODX
- 1D
- -2.37%
- 1M
- -9.01%
- 6M
- -0.06%
- YTD
- -7.64%
- 1Y
- -3.64%
- 3Y*
- 19.53%
- 5Y*
- -3.81%
- 10Y*
- 15.41%
- ALL TIME*
- 10.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MEGIX vs. CPODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEGIX Morgan Stanley Growth Portfolio | -10.79% | 35.72% | 46.59% | 48.66% | -60.94% | -0.20% | 117.49% | 31.82% | 7.73% | 19.35% |
CPODX Morgan Stanley Insight Fund | -7.64% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 34.56% |
Correlation
The correlation between MEGIX and CPODX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.99 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.99 |
The correlation between MEGIX and CPODX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
MEGIX vs. CPODX — Risk / Return Rank
MEGIX
CPODX
MEGIX vs. CPODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio (MEGIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MEGIX | CPODX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.99 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | -0.24 | -0.10 |
| Martin ratioReturn relative to average drawdown | -0.65 | -0.47 | -0.18 |
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Drawdowns
MEGIX vs. CPODX - Drawdown Comparison
The maximum MEGIX drawdown since its inception was -69.99%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for MEGIX and CPODX.
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Drawdown Indicators
| MEGIX | CPODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -84.51% | +14.52% |
Max Drawdown (1Y)Largest decline over 1 year | -28.03% | -28.28% | +0.25% |
Max Drawdown (3Y)Largest decline over 3 years | -32.12% | -31.37% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -69.99% | -70.71% | +0.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -71.26% | — |
Current DrawdownCurrent decline from peak | -20.54% | -25.99% | +5.45% |
Average DrawdownAverage peak-to-trough decline | -22.93% | -38.36% | +15.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.69% | 14.39% | +0.30% |
Volatility
MEGIX vs. CPODX - Volatility Comparison
The current volatility for Morgan Stanley Growth Portfolio (MEGIX) is 7.39%, while Morgan Stanley Insight Fund (CPODX) has a volatility of 8.04%. This indicates that MEGIX 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.
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Volatility by Period
| MEGIX | CPODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 8.04% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 23.37% | 23.68% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.00% | 30.59% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.01% | 39.98% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.65% | 34.27% | +0.38% |
MEGIX vs. CPODX - Expense Ratio Comparison
MEGIX has a 0.57% expense ratio, which is lower than CPODX's 0.83% expense ratio.
Dividends
MEGIX vs. CPODX - Dividend Comparison
MEGIX's dividend yield for the trailing twelve months is around 12.65%, while CPODX has not paid dividends to shareholders.
| Position | 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% |
MEGIX Morgan Stanley Growth Portfolio | 12.65% | 0.00% | 0.00% | 0.00% | 163.32% | 34.82% | 7.97% | 5.35% | 24.32% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, MEGIX and CPODX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CPODX has higher volatility (8.04%) compared to MEGIX (7.39%). In terms of maximum drawdown, MEGIX dropped -69.99% vs CPODX's -84.51%.
CPODX currently has the higher Sharpe Ratio (-0.22 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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