MFAIX vs. WCMIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) and WCM Focused International Growth Fund (WCMIX).
MFAIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFAIX or WCMIX.
Correlation
The correlation between MFAIX and WCMIX is 0.88, 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. WCMIX - Performance Comparison
Key characteristics
MFAIX:
1.04
WCMIX:
0.15
MFAIX:
1.56
WCMIX:
0.30
MFAIX:
1.19
WCMIX:
1.05
MFAIX:
0.51
WCMIX:
0.10
MFAIX:
3.84
WCMIX:
0.39
MFAIX:
4.31%
WCMIX:
6.98%
MFAIX:
15.88%
WCMIX:
17.87%
MFAIX:
-48.49%
WCMIX:
-42.39%
MFAIX:
-17.56%
WCMIX:
-18.29%
Returns By Period
The year-to-date returns for both investments are quite close, with MFAIX having a 11.45% return and WCMIX slightly higher at 11.53%. Both investments have delivered pretty close results over the past 10 years, with MFAIX having a 7.42% annualized return and WCMIX not far behind at 7.34%.
MFAIX
11.45%
8.03%
10.27%
13.01%
5.25%
7.42%
WCMIX
11.53%
8.54%
-6.91%
-1.03%
4.27%
7.34%
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MFAIX vs. WCMIX - Expense Ratio Comparison
MFAIX has a 1.01% expense ratio, which is lower than WCMIX's 1.04% expense ratio.
Risk-Adjusted Performance
MFAIX vs. WCMIX — Risk-Adjusted Performance Rank
MFAIX
WCMIX
MFAIX vs. WCMIX - 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 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.
Dividends
MFAIX vs. WCMIX - Dividend Comparison
MFAIX's dividend yield for the trailing twelve months is around 0.12%, less than WCMIX's 0.25% 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% |
WCMIX WCM Focused International Growth Fund | 0.25% | 0.28% | 0.00% | 0.00% | 0.00% | 0.06% | 0.22% | 0.38% | 0.45% | 0.51% | 0.32% | 0.23% |
Drawdowns
MFAIX vs. WCMIX - Drawdown Comparison
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.
Volatility
MFAIX vs. WCMIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio (MFAIX) has a higher volatility of 5.24% compared to WCM Focused International Growth Fund (WCMIX) at 4.18%. 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.