MFAIX vs. FINVX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Fidelity Series International Value Fund (FINVX).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
MFAIX vs. FINVX - Performance Comparison
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MFAIX vs. FINVX - 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% |
FINVX Fidelity Series International Value Fund | -1.35% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, MFAIX achieves a -11.91% return, which is significantly lower than FINVX's -1.35% return. Over the past 10 years, MFAIX has underperformed FINVX with an annualized return of 8.94%, while FINVX has yielded a comparatively higher 10.07% annualized return.
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%
FINVX
- 1D
- 0.85%
- 1M
- -9.20%
- YTD
- -1.35%
- 6M
- 4.58%
- 1Y
- 26.12%
- 3Y*
- 20.18%
- 5Y*
- 13.04%
- 10Y*
- 10.07%
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MFAIX vs. FINVX - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
MFAIX vs. FINVX — Risk / Return Rank
MFAIX
FINVX
MFAIX vs. FINVX - 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 Fidelity Series International Value Fund (FINVX). 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 | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.05 | 1.42 | -1.47 |
Sortino ratioReturn per unit of downside risk | 0.07 | 1.92 | -1.85 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.29 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.90 | -2.05 |
Martin ratioReturn relative to average drawdown | -0.60 | 7.92 | -8.53 |
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 | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 1.42 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.79 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.56 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.35 | +0.14 |
Correlation
The correlation between MFAIX and FINVX is 0.79, 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. FINVX - Dividend Comparison
MFAIX has not paid dividends to shareholders, while FINVX's dividend yield for the trailing twelve months is around 11.35%.
| 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% |
FINVX Fidelity Series International Value Fund | 11.35% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
MFAIX vs. FINVX - Drawdown Comparison
The maximum MFAIX drawdown since its inception was -47.98%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for MFAIX and FINVX.
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Drawdown Indicators
| MFAIX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.98% | -42.48% | -5.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -11.66% | -3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -47.98% | -27.13% | -20.85% |
Max Drawdown (10Y)Largest decline over 10 years | -47.98% | -42.48% | -5.50% |
Current DrawdownCurrent decline from peak | -20.40% | -9.26% | -11.14% |
Average DrawdownAverage peak-to-trough decline | -9.14% | -9.11% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.94% | +1.03% |
Volatility
MFAIX vs. FINVX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Fidelity Series International Value Fund (FINVX) have volatilities of 7.13% and 7.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFAIX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 7.10% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 10.68% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 17.52% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 16.58% | +4.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 17.99% | +1.14% |