MFAIX vs. WCMIX

In the year-to-date period, MFAIX achieves a 12.41% return, which is significantly lower than WCMIX's 14.34% return. Both investments have delivered pretty close results over the past 10 years, with MFAIX having a 6.84% annualized return and WCMIX not far ahead at 7.00%.

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MFAIX has a 1.01% expense ratio, which is lower than WCMIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and WCM Focused International Growth Fund (WCMIX). 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.

The current MFAIX Sharpe Ratio is 0.85, which is higher than the WCMIX Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of MFAIX and WCMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFAIX's dividend yield for the trailing twelve months is around 0.12%, less than WCMIX's 0.24% yield.

The maximum MFAIX drawdown since its inception was -48.49%, which is greater than WCMIX's maximum drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for MFAIX and WCMIX. For additional features, visit the drawdowns tool.

Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) has a higher volatility of 5.14% compared to WCM Focused International Growth Fund (WCMIX) at 4.74%. This indicates that MFAIX's price experiences larger fluctuations and is considered to be riskier than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.