MSEQX vs. FCNTX
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and Fidelity Contrafund Fund (FCNTX).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEQX or FCNTX.
Correlation
The correlation between MSEQX and FCNTX is 0.84, 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. FCNTX - Performance Comparison
Key characteristics
MSEQX:
0.39
FCNTX:
-0.28
MSEQX:
0.71
FCNTX:
-0.25
MSEQX:
1.09
FCNTX:
0.97
MSEQX:
0.18
FCNTX:
-0.27
MSEQX:
1.38
FCNTX:
-1.09
MSEQX:
8.91%
FCNTX:
4.98%
MSEQX:
31.62%
FCNTX:
19.04%
MSEQX:
-78.57%
FCNTX:
-48.74%
MSEQX:
-60.89%
FCNTX:
-20.06%
Returns By Period
In the year-to-date period, MSEQX achieves a -20.48% return, which is significantly lower than FCNTX's -13.84% return. Over the past 10 years, MSEQX has underperformed FCNTX with an annualized return of 0.55%, while FCNTX has yielded a comparatively higher 11.32% annualized return.
MSEQX
-20.48%
-15.10%
1.53%
11.42%
-0.41%
0.55%
FCNTX
-13.84%
-11.82%
-14.80%
-5.08%
14.61%
11.32%
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MSEQX vs. FCNTX - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
MSEQX vs. FCNTX — Risk-Adjusted Performance Rank
MSEQX
FCNTX
MSEQX vs. FCNTX - Risk-Adjusted Performance Comparison
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.
Dividends
MSEQX vs. FCNTX - Dividend Comparison
MSEQX's dividend yield for the trailing twelve months is around 0.69%, more than FCNTX's 0.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | 0.69% | 0.55% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% |
FCNTX Fidelity Contrafund Fund | 0.07% | 0.08% | 0.48% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 5.54% | 0.30% | 0.31% | 7.55% |
Drawdowns
MSEQX vs. FCNTX - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -78.57%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for MSEQX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
MSEQX vs. FCNTX - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 15.47% compared to Fidelity Contrafund Fund (FCNTX) at 9.75%. 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.