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.
Correlation
The correlation between MFAIX and VOO is 0.74, 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. VOO - Performance Comparison
Key characteristics
MFAIX:
1.04
VOO:
1.98
MFAIX:
1.56
VOO:
2.65
MFAIX:
1.19
VOO:
1.36
MFAIX:
0.51
VOO:
2.98
MFAIX:
3.84
VOO:
12.44
MFAIX:
4.31%
VOO:
2.02%
MFAIX:
15.88%
VOO:
12.69%
MFAIX:
-48.49%
VOO:
-33.99%
MFAIX:
-17.56%
VOO:
0.00%
Returns By Period
In the year-to-date period, MFAIX achieves a 11.45% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, MFAIX has underperformed VOO with an annualized return of 7.42%, while VOO has yielded a comparatively higher 13.25% annualized return.
MFAIX
11.45%
8.03%
10.27%
13.01%
5.25%
7.42%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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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.
Dividends
MFAIX vs. VOO - Dividend Comparison
MFAIX's dividend yield for the trailing twelve months is around 0.12%, less than VOO's 1.20% 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% |
VOO Vanguard S&P 500 ETF | 1.20% | 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 -48.49%, 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. For additional features, visit the drawdowns tool.
Volatility
MFAIX vs. VOO - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) has a higher volatility of 5.24% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that MFAIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.