MGEMX vs. SEMGX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX) and DWS Emerging Markets Equity Fund (SEMGX).
MGEMX is managed by T. Rowe Price. It was launched on Sep 24, 1992. SEMGX is managed by DWS. It was launched on May 7, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGEMX or SEMGX.
Correlation
The correlation between MGEMX and SEMGX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MGEMX vs. SEMGX - Performance Comparison
Key characteristics
MGEMX:
0.51
SEMGX:
0.42
MGEMX:
0.82
SEMGX:
0.74
MGEMX:
1.10
SEMGX:
1.10
MGEMX:
0.18
SEMGX:
0.21
MGEMX:
1.50
SEMGX:
1.68
MGEMX:
5.87%
SEMGX:
5.07%
MGEMX:
17.10%
SEMGX:
20.06%
MGEMX:
-75.22%
SEMGX:
-73.81%
MGEMX:
-42.09%
SEMGX:
-31.08%
Returns By Period
In the year-to-date period, MGEMX achieves a 3.15% return, which is significantly higher than SEMGX's 1.15% return. Over the past 10 years, MGEMX has underperformed SEMGX with an annualized return of 0.05%, while SEMGX has yielded a comparatively higher 1.55% annualized return.
MGEMX
3.15%
-1.52%
-2.47%
6.94%
5.44%
0.05%
SEMGX
1.15%
-2.37%
-2.83%
6.34%
3.13%
1.55%
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MGEMX vs. SEMGX - Expense Ratio Comparison
MGEMX has a 1.05% expense ratio, which is higher than SEMGX's 0.98% expense ratio.
Risk-Adjusted Performance
MGEMX vs. SEMGX — Risk-Adjusted Performance Rank
MGEMX
SEMGX
MGEMX vs. SEMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX) and DWS Emerging Markets Equity Fund (SEMGX). 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
MGEMX vs. SEMGX - Dividend Comparison
MGEMX's dividend yield for the trailing twelve months is around 0.96%, more than SEMGX's 0.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGEMX Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio | 0.96% | 0.99% | 2.48% | 0.82% | 1.79% | 0.52% | 0.75% | 1.57% | 0.60% | 0.83% | 0.87% | 0.90% |
SEMGX DWS Emerging Markets Equity Fund | 0.15% | 0.15% | 2.17% | 2.15% | 1.71% | 1.23% | 1.94% | 0.71% | 0.62% | 0.54% | 0.23% | 1.19% |
Drawdowns
MGEMX vs. SEMGX - Drawdown Comparison
The maximum MGEMX drawdown since its inception was -75.22%, roughly equal to the maximum SEMGX drawdown of -73.81%. Use the drawdown chart below to compare losses from any high point for MGEMX and SEMGX. For additional features, visit the drawdowns tool.
Volatility
MGEMX vs. SEMGX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX) is 9.76%, while DWS Emerging Markets Equity Fund (SEMGX) has a volatility of 12.91%. This indicates that MGEMX experiences smaller price fluctuations and is considered to be less risky than SEMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.