MSEQX vs. CPOAX
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and Morgan Stanley Insight A (CPOAX).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. CPOAX is a passively managed fund by Morgan Stanley that tracks the performance of the Russell 3000 Growth Index. It was launched on Jan 29, 2002.
Performance
MSEQX vs. CPOAX - Performance Comparison
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MSEQX vs. CPOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | -15.17% | 24.78% | 46.65% | 50.36% | -60.18% | -0.00% | 115.60% | 38.25% | 5.38% | 43.91% |
CPOAX Morgan Stanley Insight A | -13.40% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 48.40% |
Returns By Period
In the year-to-date period, MSEQX achieves a -15.17% return, which is significantly lower than CPOAX's -13.40% return. Both investments have delivered pretty close results over the past 10 years, with MSEQX having a 15.73% annualized return and CPOAX not far behind at 15.09%.
MSEQX
- 1D
- 0.29%
- 1M
- -6.06%
- YTD
- -15.17%
- 6M
- -22.52%
- 1Y
- 22.86%
- 3Y*
- 25.85%
- 5Y*
- -1.58%
- 10Y*
- 15.73%
CPOAX
- 1D
- 0.43%
- 1M
- -5.27%
- YTD
- -13.40%
- 6M
- -23.40%
- 1Y
- 19.38%
- 3Y*
- 24.74%
- 5Y*
- -3.85%
- 10Y*
- 15.09%
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MSEQX vs. CPOAX - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is lower than CPOAX's 1.15% expense ratio.
Return for Risk
MSEQX vs. CPOAX — Risk / Return Rank
MSEQX
CPOAX
MSEQX vs. CPOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and Morgan Stanley Insight A (CPOAX). 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.
| MSEQX | CPOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.30 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.82 | 0.67 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.45 | +0.13 |
Martin ratioReturn relative to average drawdown | 1.50 | 1.14 | +0.37 |
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
| MSEQX | CPOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.30 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | -0.10 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.45 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.33 | +0.13 |
Correlation
The correlation between MSEQX and CPOAX is 0.94, 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
MSEQX vs. CPOAX - Dividend Comparison
Neither MSEQX nor CPOAX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CPOAX Morgan Stanley Insight A | 0.00% | 0.00% | 0.61% | 0.00% | 51.84% | 14.94% | 9.06% | 7.29% | 9.33% | 28.73% | 9.83% | 8.92% |
Drawdowns
MSEQX vs. CPOAX - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -69.48%, smaller than the maximum CPOAX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for MSEQX and CPOAX.
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Drawdown Indicators
| MSEQX | CPOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.48% | -84.57% | +15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -27.73% | -28.37% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -69.48% | -70.73% | +1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -69.48% | -71.33% | +1.85% |
Current DrawdownCurrent decline from peak | -25.85% | -31.35% | +5.50% |
Average DrawdownAverage peak-to-trough decline | -16.88% | -39.31% | +22.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.77% | 11.31% | -0.54% |
Volatility
MSEQX vs. CPOAX - Volatility Comparison
The current volatility for Morgan Stanley Growth Portfolio Class I (MSEQX) is 8.66%, while Morgan Stanley Insight A (CPOAX) has a volatility of 9.23%. This indicates that MSEQX experiences smaller price fluctuations and is considered to be less risky than CPOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSEQX | CPOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.66% | 9.23% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 22.08% | 22.90% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.30% | 33.46% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.75% | 39.84% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.58% | 33.90% | -0.32% |