MSCI vs. MS
Compare and contrast key facts about MSCI Inc. (MSCI) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSCI or MS.
Correlation
The correlation between MSCI and MS is 0.44, 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.
Performance
MSCI vs. MS - Performance Comparison
Key characteristics
MSCI:
0.44
MS:
1.38
MSCI:
0.77
MS:
2.04
MSCI:
1.11
MS:
1.28
MSCI:
0.37
MS:
2.04
MSCI:
1.09
MS:
7.36
MSCI:
10.99%
MS:
4.87%
MSCI:
27.34%
MS:
25.99%
MSCI:
-69.06%
MS:
-88.12%
MSCI:
-8.16%
MS:
-10.73%
Fundamentals
MSCI:
$47.92B
MS:
$205.79B
MSCI:
$15.21
MS:
$6.58
MSCI:
40.20
MS:
19.41
MSCI:
3.19
MS:
3.70
MSCI:
$2.80B
MS:
$56.17B
MSCI:
$2.21B
MS:
$32.87B
MSCI:
$1.85B
MS:
$21.14B
Returns By Period
In the year-to-date period, MSCI achieves a 7.41% return, which is significantly lower than MS's 33.93% return. Over the past 10 years, MSCI has outperformed MS with an annualized return of 30.19%, while MS has yielded a comparatively lower 15.18% annualized return.
MSCI
7.41%
0.58%
25.08%
12.47%
19.46%
30.19%
MS
33.93%
-8.88%
25.76%
37.03%
22.87%
15.18%
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Risk-Adjusted Performance
MSCI vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MSCI Inc. (MSCI) and Morgan Stanley (MS). 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
MSCI vs. MS - Dividend Comparison
MSCI's dividend yield for the trailing twelve months is around 1.07%, less than MS's 2.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% | 0.00% |
MS Morgan Stanley | 2.95% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
Drawdowns
MSCI vs. MS - Drawdown Comparison
The maximum MSCI drawdown since its inception was -69.06%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for MSCI and MS. For additional features, visit the drawdowns tool.
Volatility
MSCI vs. MS - Volatility Comparison
The current volatility for MSCI Inc. (MSCI) is 5.68%, while Morgan Stanley (MS) has a volatility of 6.67%. This indicates that MSCI experiences smaller price fluctuations and is considered to be less risky than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MSCI vs. MS - Financials Comparison
This section allows you to compare key financial metrics between MSCI Inc. and Morgan Stanley. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities