MIOIX vs. FTIHX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and Fidelity Total International Index Fund (FTIHX).
MIOIX is managed by T. Rowe Price. It was launched on Mar 30, 2010. FTIHX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Investable Market Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIOIX or FTIHX.
Key characteristics
| MIOIX | FTIHX | |
|---|---|---|
| YTD Return | 16.56% | 9.73% |
| 1Y Return | 22.70% | 17.04% |
| 3Y Return (Ann) | -9.83% | 1.74% |
| 5Y Return (Ann) | 5.30% | 6.67% |
| Sharpe Ratio | 1.31 | 1.26 |
| Daily Std Dev | 16.71% | 13.18% |
| Max Drawdown | -60.88% | -35.75% |
| Current Drawdown | -36.30% | -1.03% |
Correlation
The correlation between MIOIX and FTIHX is 0.82, 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
MIOIX vs. FTIHX - Performance Comparison
In the year-to-date period, MIOIX achieves a 16.56% return, which is significantly higher than FTIHX's 9.73% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MIOIX vs. FTIHX - Expense Ratio Comparison
MIOIX has a 1.00% expense ratio, which is higher than FTIHX's 0.06% expense ratio.
Risk-Adjusted Performance
MIOIX vs. FTIHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and Fidelity Total International Index Fund (FTIHX). 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
MIOIX vs. FTIHX - Dividend Comparison
MIOIX has not paid dividends to shareholders, while FTIHX's dividend yield for the trailing twelve months is around 2.54%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIOIX Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | 0.00% | 0.00% | 9.25% | 2.13% | 0.24% | 0.00% | 0.24% | 1.63% | 0.02% | 3.15% | 2.08% | 2.66% |
FTIHX Fidelity Total International Index Fund | 2.54% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 1.81% | 0.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
MIOIX vs. FTIHX - Drawdown Comparison
The maximum MIOIX drawdown since its inception was -60.88%, which is greater than FTIHX's maximum drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for MIOIX and FTIHX. For additional features, visit the drawdowns tool.
Volatility
MIOIX vs. FTIHX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) has a higher volatility of 4.94% compared to Fidelity Total International Index Fund (FTIHX) at 3.79%. This indicates that MIOIX's price experiences larger fluctuations and is considered to be riskier than FTIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.