MSEQX vs. GWPFX
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and American Funds Global Growth Fund Class R-6 (GWPFX).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. GWPFX is managed by American Funds. It was launched on May 18, 2009.
Performance
MSEQX vs. GWPFX - Performance Comparison
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MSEQX vs. GWPFX - 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% |
GWPFX American Funds Global Growth Fund Class R-6 | -5.63% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
Returns By Period
In the year-to-date period, MSEQX achieves a -15.37% return, which is significantly lower than GWPFX's -5.63% return. Over the past 10 years, MSEQX has outperformed GWPFX with an annualized return of 15.71%, while GWPFX has yielded a comparatively lower 11.85% 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%
GWPFX
- 1D
- 3.37%
- 1M
- -6.88%
- YTD
- -5.63%
- 6M
- -3.29%
- 1Y
- 19.12%
- 3Y*
- 17.27%
- 5Y*
- 7.64%
- 10Y*
- 11.85%
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MSEQX vs. GWPFX - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is higher than GWPFX's 0.47% expense ratio.
Return for Risk
MSEQX vs. GWPFX — Risk / Return Rank
MSEQX
GWPFX
MSEQX vs. GWPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and American Funds Global Growth Fund Class R-6 (GWPFX). 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 | GWPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.05 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.60 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.65 | -1.06 |
Martin ratioReturn relative to average drawdown | 1.53 | 6.67 | -5.13 |
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 | GWPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.05 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.42 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.29 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.31 | +0.15 |
Correlation
The correlation between MSEQX and GWPFX is 0.79, 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. GWPFX - Dividend Comparison
MSEQX has not paid dividends to shareholders, while GWPFX's dividend yield for the trailing twelve months is around 6.10%.
| 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% |
GWPFX American Funds Global Growth Fund Class R-6 | 6.10% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
Drawdowns
MSEQX vs. GWPFX - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -69.48%, which is greater than GWPFX's maximum drawdown of -52.51%. Use the drawdown chart below to compare losses from any high point for MSEQX and GWPFX.
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Drawdown Indicators
| MSEQX | GWPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.48% | -52.51% | -16.97% |
Max Drawdown (1Y)Largest decline over 1 year | -27.73% | -11.78% | -15.95% |
Max Drawdown (5Y)Largest decline over 5 years | -69.48% | -34.15% | -35.33% |
Max Drawdown (10Y)Largest decline over 10 years | -69.48% | -52.51% | -16.97% |
Current DrawdownCurrent decline from peak | -26.02% | -8.81% | -17.21% |
Average DrawdownAverage peak-to-trough decline | -16.88% | -5.80% | -11.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 2.91% | +7.64% |
Volatility
MSEQX vs. GWPFX - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 9.47% compared to American Funds Global Growth Fund Class R-6 (GWPFX) at 6.57%. This indicates that MSEQX's price experiences larger fluctuations and is considered to be riskier than GWPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSEQX | GWPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.47% | 6.57% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 22.11% | 11.27% | +10.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.39% | 18.87% | +14.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.78% | 18.17% | +21.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.59% | 41.60% | -8.01% |