MSEQX vs. FBGX
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEQX or FBGX.
Key characteristics
| MSEQX | FBGX |
|---|
Correlation
The correlation between MSEQX and FBGX is 0.76, 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.
Performance
MSEQX vs. FBGX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MSEQX vs. FBGX - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is lower than FBGX's 1.29% expense ratio.
Risk-Adjusted Performance
MSEQX vs. FBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). 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
MSEQX vs. FBGX - Dividend Comparison
Neither MSEQX nor FBGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | 0.00% | 0.05% | 16.79% | 24.24% | 9.36% | 10.70% | 7.94% | 21.18% | 12.71% | 7.55% | 4.95% | 4.46% |
FBGX UBS AG FI Enhanced Large Cap Growth ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MSEQX vs. FBGX - Drawdown Comparison
Volatility
MSEQX vs. FBGX - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 6.22% compared to UBS AG FI Enhanced Large Cap Growth ETN (FBGX) at 0.00%. This indicates that MSEQX's price experiences larger fluctuations and is considered to be riskier than FBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.