MSEQX vs. FCNTX

In the year-to-date period, MSEQX achieves a 51.54% return, which is significantly higher than FCNTX's 35.58% return. Over the past 10 years, MSEQX has underperformed FCNTX with an annualized return of 3.42%, while FCNTX has yielded a comparatively higher 8.71% annualized return.

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MSEQX has a 0.56% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and Fidelity Contrafund Fund (FCNTX). 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 2.85, which is comparable to the FCNTX Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of MSEQX and FCNTX, 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 has not paid dividends to shareholders, while FCNTX's dividend yield for the trailing twelve months is around 0.37%.

The maximum MSEQX drawdown since its inception was -78.57%, smaller than the maximum FCNTX drawdown of -99.90%. Use the drawdown chart below to compare losses from any high point for MSEQX and FCNTX. For additional features, visit the drawdowns tool.

Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 9.36% compared to Fidelity Contrafund Fund (FCNTX) at 4.78%. This indicates that MSEQX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.