Correlation
The correlation between MSYIX and VGENX is 0.43, 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.
MSYIX vs. VGENX
Compare and contrast key facts about Morgan Stanley Institutional Fund Trust High Yield Portfolio (MSYIX) and Vanguard Energy Fund Investor Shares (VGENX).
MSYIX is managed by Morgan Stanley. It was launched on Feb 7, 2012. VGENX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSYIX or VGENX.
Performance
MSYIX vs. VGENX - Performance Comparison
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Key characteristics
MSYIX:
2.28
VGENX:
0.55
MSYIX:
2.99
VGENX:
0.73
MSYIX:
1.52
VGENX:
1.10
MSYIX:
1.72
VGENX:
0.61
MSYIX:
8.37
VGENX:
2.14
MSYIX:
0.92%
VGENX:
3.54%
MSYIX:
3.48%
VGENX:
15.43%
MSYIX:
-21.37%
VGENX:
-65.37%
MSYIX:
0.00%
VGENX:
-2.70%
Returns By Period
In the year-to-date period, MSYIX achieves a 1.75% return, which is significantly lower than VGENX's 7.82% return. Over the past 10 years, MSYIX has outperformed VGENX with an annualized return of 4.61%, while VGENX has yielded a comparatively lower 3.41% annualized return.
MSYIX
1.75%
1.53%
1.46%
7.74%
6.56%
5.97%
4.61%
VGENX
7.82%
2.99%
1.32%
6.21%
8.90%
15.78%
3.41%
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MSYIX vs. VGENX - Expense Ratio Comparison
MSYIX has a 0.65% expense ratio, which is higher than VGENX's 0.41% expense ratio.
Risk-Adjusted Performance
MSYIX vs. VGENX — Risk-Adjusted Performance Rank
MSYIX
VGENX
MSYIX vs. VGENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust High Yield Portfolio (MSYIX) and Vanguard Energy Fund Investor Shares (VGENX). 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.
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Dividends
MSYIX vs. VGENX - Dividend Comparison
MSYIX's dividend yield for the trailing twelve months is around 7.40%, less than VGENX's 13.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSYIX Morgan Stanley Institutional Fund Trust High Yield Portfolio | 7.40% | 7.30% | 6.77% | 6.31% | 5.62% | 5.91% | 6.33% | 6.91% | 6.80% | 6.80% | 7.40% | 7.57% |
VGENX Vanguard Energy Fund Investor Shares | 13.90% | 19.05% | 6.83% | 4.63% | 3.63% | 4.46% | 3.30% | 2.97% | 2.96% | 1.84% | 2.62% | 8.43% |
Drawdowns
MSYIX vs. VGENX - Drawdown Comparison
The maximum MSYIX drawdown since its inception was -21.37%, smaller than the maximum VGENX drawdown of -65.37%. Use the drawdown chart below to compare losses from any high point for MSYIX and VGENX.
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Volatility
MSYIX vs. VGENX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund Trust High Yield Portfolio (MSYIX) is 1.09%, while Vanguard Energy Fund Investor Shares (VGENX) has a volatility of 3.20%. This indicates that MSYIX experiences smaller price fluctuations and is considered to be less risky than VGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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