MPEGX vs. FXAIX
Compare and contrast key facts about Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) and Fidelity 500 Index Fund (FXAIX).
MPEGX is managed by Morgan Stanley. It was launched on Mar 30, 1990. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPEGX or FXAIX.
Correlation
The correlation between MPEGX and FXAIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MPEGX vs. FXAIX - Performance Comparison
Key characteristics
MPEGX:
1.87
FXAIX:
1.88
MPEGX:
2.49
FXAIX:
2.51
MPEGX:
1.30
FXAIX:
1.35
MPEGX:
0.70
FXAIX:
2.83
MPEGX:
9.46
FXAIX:
11.87
MPEGX:
5.45%
FXAIX:
2.02%
MPEGX:
27.52%
FXAIX:
12.77%
MPEGX:
-81.60%
FXAIX:
-33.79%
MPEGX:
-59.16%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, MPEGX achieves a 1.11% return, which is significantly higher than FXAIX's -0.62% return. Over the past 10 years, MPEGX has underperformed FXAIX with an annualized return of -5.58%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
MPEGX
1.11%
-5.01%
33.56%
54.24%
0.99%
-5.58%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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MPEGX vs. FXAIX - Expense Ratio Comparison
MPEGX has a 0.72% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
MPEGX vs. FXAIX — Risk-Adjusted Performance Rank
MPEGX
FXAIX
MPEGX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) 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.
Dividends
MPEGX vs. FXAIX - Dividend Comparison
MPEGX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPEGX Morgan Stanley Institutional Fund Trust Discovery Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
MPEGX vs. FXAIX - Drawdown Comparison
The maximum MPEGX drawdown since its inception was -81.60%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for MPEGX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
MPEGX vs. FXAIX - Volatility Comparison
Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) has a higher volatility of 8.49% compared to Fidelity 500 Index Fund (FXAIX) at 4.57%. This indicates that MPEGX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.