MTGDX vs. PMOTX
Compare and contrast key facts about Morgan Stanley Mortgage Securities Trust (MTGDX) and Putnam Mortgage Opportunities Fund (PMOTX).
MTGDX is managed by Morgan Stanley. It was launched on Jul 28, 1997. PMOTX is managed by Putnam. It was launched on Apr 6, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTGDX or PMOTX.
Correlation
The correlation between MTGDX and PMOTX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MTGDX vs. PMOTX - Performance Comparison
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Key characteristics
MTGDX:
2.43
PMOTX:
2.29
MTGDX:
3.81
PMOTX:
3.56
MTGDX:
1.48
PMOTX:
1.57
MTGDX:
5.85
PMOTX:
5.48
MTGDX:
13.30
PMOTX:
13.54
MTGDX:
0.84%
PMOTX:
0.54%
MTGDX:
4.51%
PMOTX:
3.14%
MTGDX:
-12.97%
PMOTX:
-17.86%
MTGDX:
-1.27%
PMOTX:
-0.29%
Returns By Period
In the year-to-date period, MTGDX achieves a 2.39% return, which is significantly lower than PMOTX's 2.58% return.
MTGDX
2.39%
-0.00%
3.71%
10.88%
5.05%
4.29%
PMOTX
2.58%
0.37%
3.93%
7.16%
6.74%
N/A
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MTGDX vs. PMOTX - Expense Ratio Comparison
MTGDX has a 0.72% expense ratio, which is higher than PMOTX's 0.47% expense ratio.
Risk-Adjusted Performance
MTGDX vs. PMOTX — Risk-Adjusted Performance Rank
MTGDX
PMOTX
MTGDX vs. PMOTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Mortgage Securities Trust (MTGDX) and Putnam Mortgage Opportunities Fund (PMOTX). 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
MTGDX vs. PMOTX - Dividend Comparison
MTGDX's dividend yield for the trailing twelve months is around 6.79%, more than PMOTX's 6.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTGDX Morgan Stanley Mortgage Securities Trust | 6.79% | 7.48% | 6.83% | 6.30% | 3.69% | 3.83% | 5.15% | 4.14% | 4.70% | 4.06% | 5.05% | 7.26% |
PMOTX Putnam Mortgage Opportunities Fund | 6.43% | 6.64% | 8.15% | 5.59% | 6.73% | 3.64% | 6.83% | 5.94% | 0.68% | 2.91% | 0.00% | 0.00% |
Drawdowns
MTGDX vs. PMOTX - Drawdown Comparison
The maximum MTGDX drawdown since its inception was -12.97%, smaller than the maximum PMOTX drawdown of -17.86%. Use the drawdown chart below to compare losses from any high point for MTGDX and PMOTX. For additional features, visit the drawdowns tool.
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Volatility
MTGDX vs. PMOTX - Volatility Comparison
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