Morgan Stanley Global Endurance Portfolio (MSJIX) Alternatives
Morgan Stanley Global Endurance Portfolio (MSJIX) 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 MSJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MSJIX
MSJIX charges 1.00% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among MSJIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | MSJIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | MSJIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | MSJIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | MSJIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | MSJIX vs VMNVX |
Best Risk-Adjusted Alternatives to MSJIX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | MSJIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | MSJIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | MSJIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | MSJIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | MSJIX vs GLIFX |
Top Performing MSJIX Alternatives (YTD)
MSJIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | MSJIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | MSJIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | MSJIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | MSJIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | MSJIX vs GQRIX |
Lowest Volatility Alternatives to MSJIX
MSJIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | MSJIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | MSJIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | MSJIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | MSJIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | MSJIX vs GLIFX |
Lowest Drawdown Alternatives to MSJIX
MSJIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | MSJIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | MSJIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | MSJIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | MSJIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | MSJIX vs FGIAX |
Other Mutual Funds from Morgan Stanley
Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.
Often Compared With MSJIX
What investors most often compare with MSJIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | 70 | -2.93% | May 31, 2013 | MSJIX vs GENIX | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Mid Cap Growth Equities | 2 | -6.70% | Apr 30, 2002 | MSJIX vs EISMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | MSJIX vs FMIEX |
Compare MSJIX with Any Fund or Stock
Compare MSJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.