MFAIX vs. FMIJX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and FMI International Fund (FMIJX).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. FMIJX is managed by FMI Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFAIX or FMIJX.
Correlation
The correlation between MFAIX and FMIJX is 0.76, 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.
Performance
MFAIX vs. FMIJX - Performance Comparison
Key characteristics
MFAIX:
0.78
FMIJX:
0.89
MFAIX:
1.20
FMIJX:
1.29
MFAIX:
1.14
FMIJX:
1.16
MFAIX:
0.38
FMIJX:
1.39
MFAIX:
2.84
FMIJX:
3.62
MFAIX:
4.31%
FMIJX:
2.53%
MFAIX:
15.81%
FMIJX:
10.34%
MFAIX:
-48.49%
FMIJX:
-37.45%
MFAIX:
-17.99%
FMIJX:
-1.06%
Returns By Period
In the year-to-date period, MFAIX achieves a 10.87% return, which is significantly higher than FMIJX's 3.39% return. Over the past 10 years, MFAIX has outperformed FMIJX with an annualized return of 7.35%, while FMIJX has yielded a comparatively lower 4.97% annualized return.
MFAIX
10.87%
7.47%
8.62%
12.47%
5.43%
7.35%
FMIJX
3.39%
3.31%
2.66%
8.85%
4.68%
4.97%
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MFAIX vs. FMIJX - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is higher than FMIJX's 0.94% expense ratio.
Risk-Adjusted Performance
MFAIX vs. FMIJX — Risk-Adjusted Performance Rank
MFAIX
FMIJX
MFAIX vs. FMIJX - 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 FMI International Fund (FMIJX). 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. FMIJX - Dividend Comparison
MFAIX's dividend yield for the trailing twelve months is around 0.12%, while FMIJX has not paid dividends to shareholders.
| 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% |
FMIJX FMI International Fund | 0.00% | 0.00% | 0.00% | 15.23% | 3.46% | 0.00% | 3.55% | 4.60% | 0.28% | 3.05% | 1.82% | 2.10% |
Drawdowns
MFAIX vs. FMIJX - Drawdown Comparison
The maximum MFAIX drawdown since its inception was -48.49%, which is greater than FMIJX's maximum drawdown of -37.45%. Use the drawdown chart below to compare losses from any high point for MFAIX and FMIJX. For additional features, visit the drawdowns tool.
Volatility
MFAIX vs. FMIJX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) has a higher volatility of 5.12% compared to FMI International Fund (FMIJX) at 2.47%. This indicates that MFAIX's price experiences larger fluctuations and is considered to be riskier than FMIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.