MSEQX vs. FDGRX
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and Fidelity Growth Company Fund (FDGRX).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. FDGRX is managed by Fidelity.
Performance
MSEQX vs. FDGRX - Performance Comparison
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MSEQX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | -15.37% | 24.78% | 46.65% | 50.36% | -60.18% | -0.00% | 115.60% | 38.25% | 5.38% | 43.91% |
FDGRX Fidelity Growth Company Fund | -2.70% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, MSEQX achieves a -15.37% return, which is significantly lower than FDGRX's -2.70% return. Over the past 10 years, MSEQX has underperformed FDGRX with an annualized return of 15.71%, while FDGRX has yielded a comparatively higher 20.34% annualized return.
MSEQX
- 1D
- 4.54%
- 1M
- -4.30%
- YTD
- -15.37%
- 6M
- -21.98%
- 1Y
- 15.92%
- 3Y*
- 25.56%
- 5Y*
- -1.63%
- 10Y*
- 15.71%
FDGRX
- 1D
- 4.47%
- 1M
- -4.63%
- YTD
- -2.70%
- 6M
- -3.20%
- 1Y
- 31.14%
- 3Y*
- 25.93%
- 5Y*
- 12.63%
- 10Y*
- 20.34%
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MSEQX vs. FDGRX - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Return for Risk
MSEQX vs. FDGRX — Risk / Return Rank
MSEQX
FDGRX
MSEQX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and Fidelity Growth Company Fund (FDGRX). 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 | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.31 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.88 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.12 | -1.54 |
Martin ratioReturn relative to average drawdown | 1.53 | 7.42 | -5.89 |
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 | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.31 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.53 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.88 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.67 | -0.21 |
Correlation
The correlation between MSEQX and FDGRX is 0.87, 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. FDGRX - Dividend Comparison
Neither MSEQX nor FDGRX 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% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
MSEQX vs. FDGRX - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -69.48%, roughly equal to the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for MSEQX and FDGRX.
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Drawdown Indicators
| MSEQX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.48% | -71.62% | +2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -27.73% | -13.07% | -14.66% |
Max Drawdown (5Y)Largest decline over 5 years | -69.48% | -40.25% | -29.23% |
Max Drawdown (10Y)Largest decline over 10 years | -69.48% | -40.25% | -29.23% |
Current DrawdownCurrent decline from peak | -26.02% | -8.69% | -17.33% |
Average DrawdownAverage peak-to-trough decline | -16.88% | -15.97% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 3.74% | +6.81% |
Volatility
MSEQX vs. FDGRX - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 9.47% compared to Fidelity Growth Company Fund (FDGRX) at 8.21%. This indicates that MSEQX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSEQX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.47% | 8.21% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 22.11% | 15.30% | +6.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.39% | 24.68% | +8.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.78% | 23.97% | +15.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.59% | 23.33% | +10.26% |