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TLGUX vs. FULVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLGUX vs. FULVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


TLGUX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

FULVX

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

TLGUX vs. FULVX - Yearly Performance Comparison


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Return for Risk

TLGUX vs. FULVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Fidelity U.S. Low Volatility Equity Fund (FULVX). 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.


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

TLGUX vs. FULVX - Sharpe Ratio Comparison


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Drawdowns

TLGUX vs. FULVX - Drawdown Comparison


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Volatility

TLGUX vs. FULVX - Volatility Comparison


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TLGUX vs. FULVX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than FULVX's 0.66% expense ratio.


Dividends

TLGUX vs. FULVX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while FULVX's dividend yield for the trailing twelve months is around 8.06%.


PositionTTM2025202420232022202120202019
FULVX
Fidelity U.S. Low Volatility Equity Fund
8.06%6.82%5.76%1.65%4.98%5.35%0.62%0.28%
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%
Portfolio Optimizer

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