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MSEQX vs. TLGUX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MSEQX vs. TLGUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Growth Portfolio Class I (MSEQX) and Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MSEQX

1D
-0.47%
1M
-2.41%
YTD
-8.36%
6M
-12.06%
1Y
-2.55%
3Y*
24.99%
5Y*
-2.26%
10Y*
16.81%

TLGUX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSEQX vs. TLGUX - Yearly Performance Comparison


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Return for Risk

MSEQX vs. TLGUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSEQX
MSEQX Risk / Return Rank: 33
Overall Rank
MSEQX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
MSEQX Sortino Ratio Rank: 33
Sortino Ratio Rank
MSEQX Omega Ratio Rank: 33
Omega Ratio Rank
MSEQX Calmar Ratio Rank: 33
Calmar Ratio Rank
MSEQX Martin Ratio Rank: 33
Martin Ratio Rank

TLGUX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSEQX vs. TLGUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MSEQXTLGUXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.02

Calmar ratioReturn relative to maximum drawdown

-0.03

Martin ratioReturn relative to average drawdown

-0.06

MSEQX vs. TLGUX - Sharpe Ratio Comparison


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Drawdowns

MSEQX vs. TLGUX - Drawdown Comparison


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Drawdown Indicators


MSEQXTLGUXDifference

Max Drawdown

Largest peak-to-trough decline

-69.48%

Max Drawdown (1Y)

Largest decline over 1 year

-27.73%

Max Drawdown (3Y)

Largest decline over 3 years

-32.52%

Max Drawdown (5Y)

Largest decline over 5 years

-69.48%

Max Drawdown (10Y)

Largest decline over 10 years

-69.48%

Current Drawdown

Current decline from peak

-19.90%

Average Drawdown

Average peak-to-trough decline

-16.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.43%

Volatility

MSEQX vs. TLGUX - Volatility Comparison


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Volatility by Period


MSEQXTLGUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.31%

Volatility (6M)

Calculated over the trailing 6-month period

22.33%

Volatility (1Y)

Calculated over the trailing 1-year period

29.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.86%

MSEQX vs. TLGUX - Expense Ratio Comparison

MSEQX has a 0.56% expense ratio, which is higher than TLGUX's 0.47% expense ratio.


Dividends

MSEQX vs. TLGUX - Dividend Comparison

Neither MSEQX nor TLGUX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
TLGUX
Morgan Stanley Pathway Funds Large Cap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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