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:
0.04
MS:
2.63
MSCI:
0.22
MS:
3.52
MSCI:
1.03
MS:
1.50
MSCI:
0.03
MS:
4.54
MSCI:
0.13
MS:
16.64
MSCI:
8.18%
MS:
4.19%
MSCI:
26.07%
MS:
26.50%
MSCI:
-69.06%
MS:
-88.12%
MSCI:
-11.83%
MS:
-0.28%
Fundamentals
MSCI:
$44.47B
MS:
$226.12B
MSCI:
$14.03
MS:
$7.95
MSCI:
40.82
MS:
17.70
MSCI:
2.99
MS:
3.72
MSCI:
$2.86B
MS:
$59.38B
MSCI:
$2.25B
MS:
$36.09B
MSCI:
$1.75B
MS:
$20.33B
Returns By Period
In the year-to-date period, MSCI achieves a -3.91% return, which is significantly lower than MS's 12.65% return. Over the past 10 years, MSCI has outperformed MS with an annualized return of 27.22%, while MS has yielded a comparatively lower 17.60% annualized return.
MSCI
-3.91%
-5.80%
2.93%
4.50%
14.36%
27.22%
MS
12.65%
2.72%
41.77%
70.31%
25.95%
17.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MSCI vs. MS — Risk-Adjusted Performance Rank
MSCI
MS
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 1.15%, less than MS's 2.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 1.15% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
MS Morgan Stanley | 2.58% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
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
MSCI Inc. (MSCI) has a higher volatility of 7.05% compared to Morgan Stanley (MS) at 4.63%. This indicates that MSCI's price experiences larger fluctuations and is considered to be riskier 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