Correlation
The correlation between MFAIX and VOO is 0.75, 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.
MFAIX vs. VOO
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and Vanguard S&P 500 ETF (VOO).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFAIX or VOO.
Performance
MFAIX vs. VOO - Performance Comparison
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Key characteristics
MFAIX:
0.87
VOO:
0.70
MFAIX:
1.40
VOO:
1.05
MFAIX:
1.18
VOO:
1.15
MFAIX:
0.63
VOO:
0.69
MFAIX:
3.89
VOO:
2.62
MFAIX:
4.61%
VOO:
4.93%
MFAIX:
20.08%
VOO:
19.55%
MFAIX:
-47.98%
VOO:
-33.99%
MFAIX:
-11.49%
VOO:
-3.45%
Returns By Period
In the year-to-date period, MFAIX achieves a 13.37% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, MFAIX has underperformed VOO with an annualized return of 9.68%, while VOO has yielded a comparatively higher 12.81% annualized return.
MFAIX
13.37%
7.00%
12.26%
19.54%
10.29%
7.78%
9.68%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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MFAIX vs. VOO - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MFAIX vs. VOO — Risk-Adjusted Performance Rank
MFAIX
VOO
MFAIX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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.
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Dividends
MFAIX vs. VOO - Dividend Comparison
MFAIX's dividend yield for the trailing twelve months is around 0.12%, less than VOO's 1.29% 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% | 4.55% | 0.99% | 0.04% | 0.13% | 1.75% | 2.02% | 1.67% | 15.50% | 2.65% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MFAIX vs. VOO - Drawdown Comparison
The maximum MFAIX drawdown since its inception was -47.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MFAIX and VOO.
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Volatility
MFAIX vs. VOO - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) is 4.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that MFAIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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