MFAIX vs. QQQ
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Invesco QQQ (QQQ).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFAIX or QQQ.
Correlation
The correlation between MFAIX and QQQ is 0.70, 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. QQQ - Performance Comparison
Key characteristics
MFAIX:
1.04
QQQ:
1.44
MFAIX:
1.56
QQQ:
1.95
MFAIX:
1.19
QQQ:
1.26
MFAIX:
0.51
QQQ:
1.94
MFAIX:
3.84
QQQ:
6.71
MFAIX:
4.31%
QQQ:
3.92%
MFAIX:
15.88%
QQQ:
18.27%
MFAIX:
-48.49%
QQQ:
-82.98%
MFAIX:
-17.56%
QQQ:
0.00%
Returns By Period
In the year-to-date period, MFAIX achieves a 11.45% return, which is significantly higher than QQQ's 5.27% return. Over the past 10 years, MFAIX has underperformed QQQ with an annualized return of 7.42%, while QQQ has yielded a comparatively higher 18.37% annualized return.
MFAIX
11.45%
8.03%
10.27%
13.01%
5.25%
7.42%
QQQ
5.27%
3.15%
12.16%
25.73%
18.66%
18.37%
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MFAIX vs. QQQ - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
MFAIX vs. QQQ — Risk-Adjusted Performance Rank
MFAIX
QQQ
MFAIX vs. QQQ - 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 Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
MFAIX's dividend yield for the trailing twelve months is around 0.12%, less than QQQ's 0.53% 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% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
MFAIX vs. QQQ - Drawdown Comparison
The maximum MFAIX drawdown since its inception was -48.49%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for MFAIX and QQQ. For additional features, visit the drawdowns tool.
Volatility
MFAIX vs. QQQ - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Invesco QQQ (QQQ) have volatilities of 5.24% and 5.01%, 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.