MSAQX vs. ASIAX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio (MSAQX) and Invesco EQV Asia Pacific Equity Fund (ASIAX).
MSAQX is managed by Morgan Stanley. It was launched on Dec 28, 2015. ASIAX is managed by Invesco. It was launched on Nov 2, 1997.
Performance
MSAQX vs. ASIAX - Performance Comparison
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MSAQX vs. ASIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSAQX Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio | -11.91% | 2.06% | 19.71% | -6.83% | -22.01% | -20.52% | 52.55% | 44.74% | -13.64% | 76.83% |
ASIAX Invesco EQV Asia Pacific Equity Fund | -2.04% | 24.56% | 9.59% | 0.87% | -10.82% | -6.10% | 25.76% | 17.78% | -11.50% | 29.13% |
Returns By Period
In the year-to-date period, MSAQX achieves a -11.91% return, which is significantly lower than ASIAX's -2.04% return. Over the past 10 years, MSAQX has outperformed ASIAX with an annualized return of 7.78%, while ASIAX has yielded a comparatively lower 7.03% annualized return.
MSAQX
- 1D
- -1.08%
- 1M
- -15.56%
- YTD
- -11.91%
- 6M
- -21.86%
- 1Y
- -11.91%
- 3Y*
- -0.57%
- 5Y*
- -9.29%
- 10Y*
- 7.78%
ASIAX
- 1D
- -0.65%
- 1M
- -11.53%
- YTD
- -2.04%
- 6M
- 3.87%
- 1Y
- 25.13%
- 3Y*
- 8.75%
- 5Y*
- 2.08%
- 10Y*
- 7.03%
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MSAQX vs. ASIAX - Expense Ratio Comparison
MSAQX has a 1.10% expense ratio, which is lower than ASIAX's 1.45% expense ratio.
Return for Risk
MSAQX vs. ASIAX — Risk / Return Rank
MSAQX
ASIAX
MSAQX vs. ASIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio (MSAQX) and Invesco EQV Asia Pacific Equity Fund (ASIAX). 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.
| MSAQX | ASIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.62 | 1.51 | -2.13 |
Sortino ratioReturn per unit of downside risk | -0.73 | 2.07 | -2.80 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.30 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | -0.58 | 1.97 | -2.54 |
Martin ratioReturn relative to average drawdown | -1.63 | 7.91 | -9.53 |
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
| MSAQX | ASIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.62 | 1.51 | -2.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.39 | 0.14 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.47 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.46 | -0.11 |
Correlation
The correlation between MSAQX and ASIAX is 0.83, 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.
Dividends
MSAQX vs. ASIAX - Dividend Comparison
MSAQX has not paid dividends to shareholders, while ASIAX's dividend yield for the trailing twelve months is around 21.86%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSAQX Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio | 0.00% | 0.00% | 1.82% | 0.26% | 0.00% | 0.88% | 1.06% | 0.05% | 0.69% | 1.12% | 2.24% | 0.00% |
ASIAX Invesco EQV Asia Pacific Equity Fund | 21.86% | 21.41% | 8.68% | 2.84% | 7.25% | 7.71% | 7.37% | 5.67% | 7.17% | 7.91% | 1.09% | 3.15% |
Drawdowns
MSAQX vs. ASIAX - Drawdown Comparison
The maximum MSAQX drawdown since its inception was -61.11%, roughly equal to the maximum ASIAX drawdown of -63.78%. Use the drawdown chart below to compare losses from any high point for MSAQX and ASIAX.
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Drawdown Indicators
| MSAQX | ASIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.11% | -63.78% | +2.67% |
Max Drawdown (1Y)Largest decline over 1 year | -23.57% | -11.73% | -11.84% |
Max Drawdown (5Y)Largest decline over 5 years | -54.44% | -32.40% | -22.04% |
Max Drawdown (10Y)Largest decline over 10 years | -61.11% | -36.32% | -24.79% |
Current DrawdownCurrent decline from peak | -49.26% | -11.73% | -37.53% |
Average DrawdownAverage peak-to-trough decline | -24.17% | -15.17% | -9.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.34% | 2.98% | +5.36% |
Volatility
MSAQX vs. ASIAX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio (MSAQX) has a higher volatility of 10.10% compared to Invesco EQV Asia Pacific Equity Fund (ASIAX) at 6.73%. This indicates that MSAQX's price experiences larger fluctuations and is considered to be riskier than ASIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSAQX | ASIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.10% | 6.73% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 15.58% | 11.68% | +3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.48% | 16.54% | +3.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.07% | 14.65% | +9.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.04% | 15.02% | +7.02% |