MSEGX vs. CPODX
MSEGX (Morgan Stanley Institutional Growth Portfolio) and CPODX (Morgan Stanley Insight Fund) are both Large Cap Growth Equities funds from Morgan Stanley. Over the past 10 years, MSEGX returned 15.45%/yr vs 15.45%/yr for CPODX. Their correlation of 0.94 means they have usually moved in the same direction. MSEGX charges 0.87%/yr vs 0.83%/yr for CPODX.
Performance
MSEGX vs. CPODX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSEGX achieves a -8.56% return, which is significantly lower than CPODX's -5.77% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: MSEGX at 15.45% and CPODX at 15.45%.
MSEGX
- 1D
- 2.02%
- 1M
- -6.14%
- 6M
- 2.08%
- YTD
- -8.56%
- 1Y
- -6.44%
- 3Y*
- 22.63%
- 5Y*
- -3.06%
- 10Y*
- 15.45%
- ALL TIME*
- 10.89%
CPODX
- 1D
- 2.03%
- 1M
- -7.17%
- 6M
- 3.84%
- YTD
- -5.77%
- 1Y
- -5.42%
- 3Y*
- 22.30%
- 5Y*
- -3.81%
- 10Y*
- 15.45%
- ALL TIME*
- 10.79%
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 |
MSEGX vs. CPODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEGX Morgan Stanley Institutional Growth Portfolio | -8.56% | 24.43% | 46.29% | 49.87% | -60.27% | -0.31% | 115.11% | 38.93% | 5.01% | 43.53% |
CPODX Morgan Stanley Insight Fund | -5.77% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
Correlation
The correlation between MSEGX 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 (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1997 | 0.94 |
The correlation between MSEGX and CPODX has been stable across timeframes, ranging from 0.94 to 0.99 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSEGX vs. CPODX — Risk / Return Rank
MSEGX
CPODX
MSEGX vs. CPODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Growth Portfolio (MSEGX) 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.
| MSEGX | CPODX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.02 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | -0.06 | -0.04 |
| Martin ratioReturn relative to average drawdown | -0.20 | -0.12 | -0.08 |
Loading charts...
Drawdowns
MSEGX vs. CPODX - Drawdown Comparison
The maximum MSEGX drawdown since its inception was -69.57%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for MSEGX and CPODX.
Loading charts...
Drawdown Indicators
| MSEGX | CPODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.57% | -84.51% | +14.94% |
Max Drawdown (1Y)Largest decline over 1 year | -27.83% | -28.28% | +0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -32.54% | -31.37% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -69.57% | -70.71% | +1.14% |
Max Drawdown (10Y)Largest decline over 10 years | -69.57% | -71.26% | +1.69% |
Current DrawdownCurrent decline from peak | -20.97% | -24.49% | +3.52% |
Average DrawdownAverage peak-to-trough decline | -19.50% | -38.35% | +18.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.57% | 14.43% | +0.14% |
Volatility
MSEGX vs. CPODX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Growth Portfolio (MSEGX) is 7.72%, while Morgan Stanley Insight Fund (CPODX) has a volatility of 8.37%. This indicates that MSEGX 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 charts...
Volatility by Period
| MSEGX | CPODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 8.37% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 22.82% | 23.51% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.63% | 30.53% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.95% | 40.01% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.98% | 34.28% | -0.30% |
MSEGX vs. CPODX - Expense Ratio Comparison
MSEGX has a 0.87% expense ratio, which is higher than CPODX's 0.83% expense ratio.
Dividends
MSEGX vs. CPODX - Dividend Comparison
Neither MSEGX nor CPODX has 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% |
MSEGX Morgan Stanley Institutional Growth Portfolio | 0.00% | 0.00% | 0.42% | 0.00% | 18.70% | 26.52% | 10.03% | 22.75% | 5.67% | 22.18% | 13.17% | 7.76% |
Frequently Asked Questions
With a correlation of 0.99, MSEGX 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 (8.37%) compared to MSEGX (7.72%). In terms of maximum drawdown, MSEGX dropped -69.57% vs CPODX's -84.51%.
CPODX currently has the higher Sharpe Ratio (-0.06 vs -0.10), 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.
Find the right allocation for MSEGX and CPODX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer