Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio (MSFAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSFAX
MSFAX charges 0.92% annually. There are 104 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MSFAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MSFAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MSFAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | MSFAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MSFAX vs UCEQX |
Best Risk-Adjusted Alternatives to MSFAX
MSFAX has a PortfoliosLab risk / return rank of 0. There are 247 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | MSFAX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | MSFAX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | MSFAX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | MSFAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MSFAX vs JGYIX |
Top Performing MSFAX Alternatives (YTD)
MSFAX is at -9.27% YTD. There are 244 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | MSFAX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | MSFAX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | MSFAX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | MSFAX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | MSFAX vs PRGSX |
Lowest Volatility Alternatives to MSFAX
MSFAX has 16.85% 1-year volatility. There are 205 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | MSFAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | MSFAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | MSFAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | MSFAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | MSFAX vs SGMAX |
Lowest Drawdown Alternatives to MSFAX
MSFAX has a 1-year max drawdown of -30.00%. There are 244 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MSFAX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | MSFAX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | MSFAX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | MSFAX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MSFAX vs LVAFX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 5.48% | — | Jun 1993 | MSFAX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | MSFAX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | MSFAX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | MSFAX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | MSFAX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | MSFAX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | MSFAX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | MSFAX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | MSFAX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | MSFAX vs TRRJX |
Often Compared With MSFAX
Investors most often compare MSFAX with SPY, IDV, FMIEX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MSFAX with Any Fund or Stock
Compare MSFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSFAX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSFAX.
Explore MSFAX Diversifiers