Correlation
The correlation between GFSIX and MS is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
GFSIX vs. MS
Compare and contrast key facts about Gabelli Global Financial Services Fund (GFSIX) and Morgan Stanley (MS).
GFSIX is managed by Blackrock. It was launched on Oct 1, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GFSIX or MS.
Performance
GFSIX vs. MS - Performance Comparison
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Key characteristics
GFSIX:
1.57
MS:
1.06
GFSIX:
1.91
MS:
1.51
GFSIX:
1.27
MS:
1.22
GFSIX:
1.76
MS:
1.15
GFSIX:
7.14
MS:
3.60
GFSIX:
3.57%
MS:
9.34%
GFSIX:
17.71%
MS:
34.31%
GFSIX:
-46.39%
MS:
-88.12%
GFSIX:
-1.14%
MS:
-8.43%
Returns By Period
In the year-to-date period, GFSIX achieves a 10.39% return, which is significantly higher than MS's 3.44% return.
GFSIX
10.39%
5.19%
6.61%
27.43%
20.25%
24.09%
N/A
MS
3.44%
11.17%
-0.89%
35.97%
18.18%
27.77%
15.94%
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Risk-Adjusted Performance
GFSIX vs. MS — Risk-Adjusted Performance Rank
GFSIX
MS
GFSIX vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Global Financial Services Fund (GFSIX) and Morgan Stanley (MS). 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.
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Dividends
GFSIX vs. MS - Dividend Comparison
GFSIX's dividend yield for the trailing twelve months is around 2.21%, less than MS's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFSIX Gabelli Global Financial Services Fund | 2.21% | 2.44% | 2.67% | 2.96% | 2.11% | 1.58% | 2.69% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% |
MS Morgan Stanley | 2.89% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
Drawdowns
GFSIX vs. MS - Drawdown Comparison
The maximum GFSIX drawdown since its inception was -46.39%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for GFSIX and MS.
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Volatility
GFSIX vs. MS - Volatility Comparison
The current volatility for Gabelli Global Financial Services Fund (GFSIX) is 4.51%, while Morgan Stanley (MS) has a volatility of 7.73%. This indicates that GFSIX experiences smaller price fluctuations and is considered to be less risky than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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