MPAIX vs. BTAL
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL).
MPAIX is managed by T. Rowe Price. It was launched on Jun 30, 2008. BTAL is a passively managed fund by AGF that tracks the performance of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. It was launched on Sep 13, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPAIX or BTAL.
Correlation
The correlation between MPAIX and BTAL is -0.45. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MPAIX vs. BTAL - Performance Comparison
Key characteristics
MPAIX:
2.10
BTAL:
0.02
MPAIX:
2.78
BTAL:
0.15
MPAIX:
1.36
BTAL:
1.02
MPAIX:
0.71
BTAL:
0.01
MPAIX:
7.52
BTAL:
0.05
MPAIX:
6.20%
BTAL:
5.83%
MPAIX:
21.95%
BTAL:
15.82%
MPAIX:
-76.49%
BTAL:
-38.36%
MPAIX:
-44.63%
BTAL:
-24.58%
Returns By Period
In the year-to-date period, MPAIX achieves a 14.22% return, which is significantly higher than BTAL's -3.41% return. Over the past 10 years, MPAIX has outperformed BTAL with an annualized return of 4.29%, while BTAL has yielded a comparatively lower -0.19% annualized return.
MPAIX
14.22%
6.85%
46.16%
41.21%
-1.27%
4.29%
BTAL
-3.41%
-0.45%
-7.63%
2.17%
-3.00%
-0.19%
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MPAIX vs. BTAL - Expense Ratio Comparison
MPAIX has a 0.85% expense ratio, which is lower than BTAL's 2.11% expense ratio.
Risk-Adjusted Performance
MPAIX vs. BTAL — Risk-Adjusted Performance Rank
MPAIX
BTAL
MPAIX vs. BTAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL). 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
MPAIX vs. BTAL - Dividend Comparison
MPAIX's dividend yield for the trailing twelve months is around 1.31%, less than BTAL's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPAIX Morgan Stanley Institutional Fund, Inc. Advantage Portfolio | 1.31% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.09% | 0.04% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.61% | 3.49% | 6.14% | 1.00% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPAIX vs. BTAL - Drawdown Comparison
The maximum MPAIX drawdown since its inception was -76.49%, which is greater than BTAL's maximum drawdown of -38.36%. Use the drawdown chart below to compare losses from any high point for MPAIX and BTAL. For additional features, visit the drawdowns tool.
Volatility
MPAIX vs. BTAL - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) is 4.14%, while AGFiQ US Market Neutral Anti-Beta Fund (BTAL) has a volatility of 6.85%. This indicates that MPAIX experiences smaller price fluctuations and is considered to be less risky than BTAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.