MSEQX vs. CPODX

In the year-to-date period, MSEQX achieves a 7.49% return, which is significantly higher than CPODX's 6.08% return. Both investments have delivered pretty close results over the past 10 years, with MSEQX having a 3.72% annualized return and CPODX not far behind at 3.56%.

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MSEQX has a 0.56% expense ratio, which is lower than CPODX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) 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.

The current MSEQX Sharpe Ratio is 2.00, which is comparable to the CPODX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of MSEQX and CPODX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSEQX's dividend yield for the trailing twelve months is around 0.51%, less than CPODX's 0.60% yield.

The maximum MSEQX drawdown since its inception was -78.57%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for MSEQX and CPODX. For additional features, visit the drawdowns tool.

The current volatility for Morgan Stanley Growth Portfolio Class I (MSEQX) is 7.89%, while Morgan Stanley Insight Fund (CPODX) has a volatility of 8.39%. This indicates that MSEQX 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.