MIGIX vs. FMIEX
Compare and contrast key facts about Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) and Wasatch Global Value Fund Investor Class Shares (FMIEX).
MIGIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. FMIEX is managed by Wasatch. It was launched on Sep 25, 1996.
Performance
MIGIX vs. FMIEX - Performance Comparison
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MIGIX vs. FMIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | -16.87% | 16.07% | 48.18% | 50.84% | -57.66% | -13.31% | 95.07% | 34.53% | -5.73% | 41.70% |
FMIEX Wasatch Global Value Fund Investor Class Shares | 6.04% | 30.93% | 8.66% | 5.67% | -0.12% | 25.11% | 2.04% | 17.27% | -5.67% | 11.21% |
Returns By Period
In the year-to-date period, MIGIX achieves a -16.87% return, which is significantly lower than FMIEX's 6.04% return. Both investments have delivered pretty close results over the past 10 years, with MIGIX having a 11.28% annualized return and FMIEX not far behind at 11.03%.
MIGIX
- 1D
- -0.66%
- 1M
- -7.51%
- YTD
- -16.87%
- 6M
- -25.46%
- 1Y
- 6.45%
- 3Y*
- 21.36%
- 5Y*
- -3.62%
- 10Y*
- 11.28%
FMIEX
- 1D
- 0.60%
- 1M
- -5.84%
- YTD
- 6.04%
- 6M
- 10.61%
- 1Y
- 24.34%
- 3Y*
- 16.68%
- 5Y*
- 11.63%
- 10Y*
- 11.03%
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MIGIX vs. FMIEX - Expense Ratio Comparison
MIGIX has a 1.00% expense ratio, which is lower than FMIEX's 1.10% expense ratio.
Return for Risk
MIGIX vs. FMIEX — Risk / Return Rank
MIGIX
FMIEX
MIGIX vs. FMIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) and Wasatch Global Value Fund Investor Class Shares (FMIEX). 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.
| MIGIX | FMIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 2.14 | -1.99 |
Sortino ratioReturn per unit of downside risk | 0.46 | 2.85 | -2.40 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.42 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 2.57 | -2.53 |
Martin ratioReturn relative to average drawdown | 0.09 | 11.99 | -11.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MIGIX | FMIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 2.14 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.92 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.70 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.58 | -0.26 |
Correlation
The correlation between MIGIX and FMIEX is 0.53, 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.
Dividends
MIGIX vs. FMIEX - Dividend Comparison
MIGIX has not paid dividends to shareholders, while FMIEX's dividend yield for the trailing twelve months is around 4.95%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | 0.00% | 0.00% | 1.34% | 0.00% | 0.10% | 56.85% | 3.48% | 4.37% | 4.58% | 11.22% | 2.16% | 7.15% |
FMIEX Wasatch Global Value Fund Investor Class Shares | 4.95% | 5.76% | 9.02% | 3.27% | 8.54% | 4.34% | 1.74% | 3.82% | 18.46% | 16.45% | 5.16% | 11.75% |
Drawdowns
MIGIX vs. FMIEX - Drawdown Comparison
The maximum MIGIX drawdown since its inception was -73.54%, which is greater than FMIEX's maximum drawdown of -49.85%. Use the drawdown chart below to compare losses from any high point for MIGIX and FMIEX.
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Drawdown Indicators
| MIGIX | FMIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.54% | -49.85% | -23.69% |
Max Drawdown (1Y)Largest decline over 1 year | -28.44% | -9.34% | -19.10% |
Max Drawdown (5Y)Largest decline over 5 years | -73.54% | -18.63% | -54.91% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | -39.33% | -34.21% |
Current DrawdownCurrent decline from peak | -40.80% | -5.84% | -34.96% |
Average DrawdownAverage peak-to-trough decline | -17.84% | -6.61% | -11.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.22% | 2.04% | +9.18% |
Volatility
MIGIX vs. FMIEX - Volatility Comparison
Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) has a higher volatility of 8.59% compared to Wasatch Global Value Fund Investor Class Shares (FMIEX) at 3.51%. This indicates that MIGIX's price experiences larger fluctuations and is considered to be riskier than FMIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGIX | FMIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 3.51% | +5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 22.31% | 6.70% | +15.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.78% | 11.81% | +21.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.49% | 12.77% | +37.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.97% | 15.73% | +23.24% |