MGKQX vs. VTSAX
Compare and contrast key facts about Morgan Stanley Global Permanence Portfolio (MGKQX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MGKQX is managed by Morgan Stanley. It was launched on Apr 29, 2019. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGKQX or VTSAX.
Correlation
The correlation between MGKQX and VTSAX is 0.87, 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
MGKQX vs. VTSAX - Performance Comparison
Key characteristics
MGKQX:
-0.14
VTSAX:
1.79
MGKQX:
-0.04
VTSAX:
2.40
MGKQX:
0.99
VTSAX:
1.33
MGKQX:
-0.10
VTSAX:
2.72
MGKQX:
-0.45
VTSAX:
10.87
MGKQX:
6.35%
VTSAX:
2.14%
MGKQX:
20.53%
VTSAX:
13.06%
MGKQX:
-40.71%
VTSAX:
-55.34%
MGKQX:
-27.15%
VTSAX:
-4.35%
Returns By Period
In the year-to-date period, MGKQX achieves a 1.49% return, which is significantly higher than VTSAX's -0.44% return.
MGKQX
1.49%
-16.18%
-10.88%
-2.61%
1.98%
N/A
VTSAX
-0.44%
-3.50%
4.01%
23.26%
13.12%
12.68%
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MGKQX vs. VTSAX - Expense Ratio Comparison
MGKQX has a 0.95% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
MGKQX vs. VTSAX — Risk-Adjusted Performance Rank
MGKQX
VTSAX
MGKQX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Global Permanence Portfolio (MGKQX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
MGKQX vs. VTSAX - Dividend Comparison
MGKQX's dividend yield for the trailing twelve months is around 3.90%, more than VTSAX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGKQX Morgan Stanley Global Permanence Portfolio | 3.90% | 3.96% | 0.21% | 0.00% | 0.39% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.26% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MGKQX vs. VTSAX - Drawdown Comparison
The maximum MGKQX drawdown since its inception was -40.71%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MGKQX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MGKQX vs. VTSAX - Volatility Comparison
Morgan Stanley Global Permanence Portfolio (MGKQX) has a higher volatility of 15.99% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.72%. This indicates that MGKQX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.