MSIQX vs. FINVX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) and Fidelity Series International Value Fund (FINVX).
MSIQX is managed by T. Rowe Price. It was launched on Aug 4, 1989. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
MSIQX vs. FINVX - Performance Comparison
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MSIQX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSIQX Morgan Stanley Institutional Fund, Inc. International Equity Portfolio | -5.69% | -33.40% | 2.70% | 16.86% | -14.24% | 4.11% | 11.43% | 20.49% | -13.92% | 25.18% |
FINVX Fidelity Series International Value Fund | -1.35% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, MSIQX achieves a -5.69% return, which is significantly lower than FINVX's -1.35% return. Over the past 10 years, MSIQX has underperformed FINVX with an annualized return of -0.08%, while FINVX has yielded a comparatively higher 10.07% annualized return.
MSIQX
- 1D
- 0.48%
- 1M
- -11.14%
- YTD
- -5.69%
- 6M
- -47.50%
- 1Y
- -40.79%
- 3Y*
- -12.11%
- 5Y*
- -7.73%
- 10Y*
- -0.08%
FINVX
- 1D
- 0.85%
- 1M
- -9.20%
- YTD
- -1.35%
- 6M
- 4.58%
- 1Y
- 26.12%
- 3Y*
- 20.18%
- 5Y*
- 13.04%
- 10Y*
- 10.07%
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MSIQX vs. FINVX - Expense Ratio Comparison
MSIQX has a 0.95% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
MSIQX vs. FINVX — Risk / Return Rank
MSIQX
FINVX
MSIQX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) and Fidelity Series International Value Fund (FINVX). 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.
| MSIQX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.85 | 1.42 | -2.27 |
Sortino ratioReturn per unit of downside risk | -0.77 | 1.92 | -2.70 |
Omega ratioGain probability vs. loss probability | 0.73 | 1.29 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | -0.84 | 1.90 | -2.74 |
Martin ratioReturn relative to average drawdown | -1.73 | 7.92 | -9.65 |
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
| MSIQX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.85 | 1.42 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.79 | -1.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.00 | 0.56 | -0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.35 | -0.05 |
Correlation
The correlation between MSIQX and FINVX is 0.90, 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
MSIQX vs. FINVX - Dividend Comparison
MSIQX has not paid dividends to shareholders, while FINVX's dividend yield for the trailing twelve months is around 11.35%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSIQX Morgan Stanley Institutional Fund, Inc. International Equity Portfolio | 0.00% | 0.00% | 40.18% | 4.40% | 7.56% | 10.56% | 1.36% | 10.14% | 14.89% | 1.91% | 1.07% | 2.89% |
FINVX Fidelity Series International Value Fund | 11.35% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
MSIQX vs. FINVX - Drawdown Comparison
The maximum MSIQX drawdown since its inception was -56.18%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for MSIQX and FINVX.
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Drawdown Indicators
| MSIQX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.18% | -42.48% | -13.70% |
Max Drawdown (1Y)Largest decline over 1 year | -49.39% | -11.66% | -37.73% |
Max Drawdown (5Y)Largest decline over 5 years | -56.18% | -27.13% | -29.05% |
Max Drawdown (10Y)Largest decline over 10 years | -56.18% | -42.48% | -13.70% |
Current DrawdownCurrent decline from peak | -55.97% | -9.26% | -46.71% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -9.11% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.11% | 2.94% | +21.17% |
Volatility
MSIQX vs. FINVX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) is 6.29%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.10%. This indicates that MSIQX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSIQX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 7.10% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 62.34% | 10.68% | +51.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.11% | 17.52% | +31.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.88% | 16.58% | +17.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.70% | 17.99% | +8.71% |