MFAIX vs. APHIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Artisan International Fund Institutional Class (APHIX).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
MFAIX vs. APHIX - Performance Comparison
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MFAIX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFAIX Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio | -11.91% | 15.74% | 6.95% | 18.38% | -34.47% | 13.14% | 32.33% | 30.27% | -5.21% | 44.78% |
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.25% |
Returns By Period
In the year-to-date period, MFAIX achieves a -11.91% return, which is significantly lower than APHIX's 3.79% return. Both investments have delivered pretty close results over the past 10 years, with MFAIX having a 8.94% annualized return and APHIX not far ahead at 9.34%.
MFAIX
- 1D
- -0.61%
- 1M
- -14.58%
- YTD
- -11.91%
- 6M
- -10.88%
- 1Y
- 0.04%
- 3Y*
- 3.10%
- 5Y*
- -1.07%
- 10Y*
- 8.94%
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
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MFAIX vs. APHIX - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is higher than APHIX's 0.96% expense ratio.
Return for Risk
MFAIX vs. APHIX — Risk / Return Rank
MFAIX
APHIX
MFAIX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Artisan International Fund Institutional Class (APHIX). 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.
| MFAIX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.05 | 1.86 | -1.91 |
Sortino ratioReturn per unit of downside risk | 0.07 | 2.39 | -2.32 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.35 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.53 | -2.68 |
Martin ratioReturn relative to average drawdown | -0.60 | 10.66 | -11.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MFAIX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 1.86 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.62 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.58 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.29 | +0.19 |
Correlation
The correlation between MFAIX and APHIX is 0.83, 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.
Dividends
MFAIX vs. APHIX - Dividend Comparison
MFAIX has not paid dividends to shareholders, while APHIX's dividend yield for the trailing twelve months is around 21.80%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFAIX Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio | 0.00% | 0.00% | 0.14% | 0.05% | 4.55% | 0.99% | 0.04% | 0.26% | 1.75% | 2.03% | 1.67% | 15.04% |
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
MFAIX vs. APHIX - Drawdown Comparison
The maximum MFAIX drawdown since its inception was -47.98%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for MFAIX and APHIX.
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Drawdown Indicators
| MFAIX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.98% | -68.47% | +20.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -9.77% | -5.79% |
Max Drawdown (5Y)Largest decline over 5 years | -47.98% | -33.73% | -14.25% |
Max Drawdown (10Y)Largest decline over 10 years | -47.98% | -33.73% | -14.25% |
Current DrawdownCurrent decline from peak | -20.40% | -9.77% | -10.63% |
Average DrawdownAverage peak-to-trough decline | -9.14% | -23.20% | +14.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.59% | +1.38% |
Volatility
MFAIX vs. APHIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) has a higher volatility of 7.13% compared to Artisan International Fund Institutional Class (APHIX) at 6.04%. This indicates that MFAIX's price experiences larger fluctuations and is considered to be riskier than APHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFAIX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 6.04% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 10.13% | +2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 15.33% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 15.61% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 16.16% | +2.97% |