MFAIX vs. DBEF
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. DBEF is a passively managed fund by DWS that tracks the performance of the MSCI EAFE US Dollar Hedged Index. It was launched on Jun 9, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFAIX or DBEF.
Correlation
The correlation between MFAIX and DBEF is 0.70, 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.
Performance
MFAIX vs. DBEF - Performance Comparison
Key characteristics
MFAIX:
0.81
DBEF:
1.34
MFAIX:
1.25
DBEF:
1.84
MFAIX:
1.15
DBEF:
1.24
MFAIX:
0.40
DBEF:
1.57
MFAIX:
2.97
DBEF:
6.96
MFAIX:
4.31%
DBEF:
2.21%
MFAIX:
15.81%
DBEF:
11.45%
MFAIX:
-48.49%
DBEF:
-32.46%
MFAIX:
-17.71%
DBEF:
-1.32%
Returns By Period
In the year-to-date period, MFAIX achieves a 11.25% return, which is significantly higher than DBEF's 6.59% return. Over the past 10 years, MFAIX has underperformed DBEF with an annualized return of 7.40%, while DBEF has yielded a comparatively higher 8.52% annualized return.
MFAIX
11.25%
5.57%
9.79%
12.90%
5.50%
7.40%
DBEF
6.59%
2.87%
7.96%
14.97%
10.72%
8.52%
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MFAIX vs. DBEF - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is higher than DBEF's 0.36% expense ratio.
Risk-Adjusted Performance
MFAIX vs. DBEF — Risk-Adjusted Performance Rank
MFAIX
DBEF
MFAIX vs. DBEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). 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
MFAIX vs. DBEF - Dividend Comparison
MFAIX's dividend yield for the trailing twelve months is around 0.12%, less than DBEF's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFAIX Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio | 0.12% | 0.14% | 0.05% | 0.00% | 0.00% | 0.04% | 0.01% | 0.00% | 0.00% | 0.00% | 0.81% | 0.53% |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 1.21% | 1.29% | 4.45% | 15.85% | 2.28% | 2.41% | 3.03% | 3.22% | 2.98% | 2.56% | 3.70% | 5.09% |
Drawdowns
MFAIX vs. DBEF - Drawdown Comparison
The maximum MFAIX drawdown since its inception was -48.49%, which is greater than DBEF's maximum drawdown of -32.46%. Use the drawdown chart below to compare losses from any high point for MFAIX and DBEF. For additional features, visit the drawdowns tool.
Volatility
MFAIX vs. DBEF - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) has a higher volatility of 4.77% compared to Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) at 2.93%. This indicates that MFAIX's price experiences larger fluctuations and is considered to be riskier than DBEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.