BGETX vs. MGGPX
Compare and contrast key facts about Baillie Gifford International Growth Fund (BGETX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX).
BGETX is managed by Baillie Gifford Funds. It was launched on Mar 5, 2008. MGGPX is a passively managed fund by Morgan Stanley that tracks the performance of the MSCI All Country World Index. It was launched on May 24, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGETX or MGGPX.
Correlation
The correlation between BGETX and MGGPX is 0.85, 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.
Performance
BGETX vs. MGGPX - Performance Comparison
Key characteristics
BGETX:
0.57
MGGPX:
0.99
BGETX:
0.88
MGGPX:
1.33
BGETX:
1.12
MGGPX:
1.20
BGETX:
0.23
MGGPX:
0.45
BGETX:
2.57
MGGPX:
3.68
BGETX:
4.39%
MGGPX:
4.77%
BGETX:
19.90%
MGGPX:
17.75%
BGETX:
-60.46%
MGGPX:
-60.49%
BGETX:
-39.85%
MGGPX:
-24.60%
Returns By Period
In the year-to-date period, BGETX achieves a 13.12% return, which is significantly higher than MGGPX's 10.70% return.
BGETX
13.12%
8.13%
4.57%
11.66%
-0.26%
N/A
MGGPX
10.70%
6.38%
11.98%
19.21%
3.84%
9.39%
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BGETX vs. MGGPX - Expense Ratio Comparison
BGETX has a 0.60% expense ratio, which is lower than MGGPX's 1.25% expense ratio.
Risk-Adjusted Performance
BGETX vs. MGGPX — Risk-Adjusted Performance Rank
BGETX
MGGPX
BGETX vs. MGGPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Growth Fund (BGETX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX). 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.
Dividends
BGETX vs. MGGPX - Dividend Comparison
BGETX's dividend yield for the trailing twelve months is around 0.18%, while MGGPX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BGETX Baillie Gifford International Growth Fund | 0.18% | 0.21% | 0.35% | 0.14% | 2.43% | 0.00% | 1.01% | 1.15% | 0.40% | 0.66% | 0.84% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGETX vs. MGGPX - Drawdown Comparison
The maximum BGETX drawdown since its inception was -60.46%, roughly equal to the maximum MGGPX drawdown of -60.49%. Use the drawdown chart below to compare losses from any high point for BGETX and MGGPX. For additional features, visit the drawdowns tool.
Volatility
BGETX vs. MGGPX - Volatility Comparison
Baillie Gifford International Growth Fund (BGETX) has a higher volatility of 5.31% compared to Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) at 3.49%. This indicates that BGETX's price experiences larger fluctuations and is considered to be riskier than MGGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.