LISIX vs. MGGIX

In the year-to-date period, LISIX achieves a 6.98% return, which is significantly higher than MGGIX's 2.35% return. Over the past 10 years, LISIX has underperformed MGGIX with an annualized return of 1.46%, while MGGIX has yielded a comparatively higher 8.39% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

LISIX has a 0.80% expense ratio, which is lower than MGGIX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lazard International Strategic Equity Portfolio R6 (LISIX) and Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX). 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.

The current LISIX Sharpe Ratio is -0.36, which is lower than the MGGIX Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of LISIX and MGGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LISIX's dividend yield for the trailing twelve months is around 2.03%, while MGGIX has not paid dividends to shareholders.

The maximum LISIX drawdown since its inception was -58.85%, roughly equal to the maximum MGGIX drawdown of -59.75%. Use the drawdown chart below to compare losses from any high point for LISIX and MGGIX. For additional features, visit the drawdowns tool.

The current volatility for Lazard International Strategic Equity Portfolio R6 (LISIX) is 9.46%, while Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has a volatility of 14.81%. This indicates that LISIX experiences smaller price fluctuations and is considered to be less risky than MGGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.