SEMGX vs. MGEMX
Compare and contrast key facts about DWS Emerging Markets Equity Fund (SEMGX) and Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX).
SEMGX is managed by DWS. It was launched on May 7, 1996. MGEMX is managed by T. Rowe Price. It was launched on Sep 24, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEMGX or MGEMX.
Correlation
The correlation between SEMGX and MGEMX is 0.60, 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
SEMGX vs. MGEMX - Performance Comparison
Key characteristics
SEMGX:
0.36
MGEMX:
0.46
SEMGX:
0.66
MGEMX:
0.75
SEMGX:
1.08
MGEMX:
1.09
SEMGX:
0.18
MGEMX:
0.33
SEMGX:
1.43
MGEMX:
1.36
SEMGX:
5.09%
MGEMX:
5.77%
SEMGX:
20.04%
MGEMX:
17.08%
SEMGX:
-73.81%
MGEMX:
-69.08%
SEMGX:
-31.11%
MGEMX:
-14.49%
Returns By Period
In the year-to-date period, SEMGX achieves a 1.09% return, which is significantly lower than MGEMX's 2.86% return. Over the past 10 years, SEMGX has underperformed MGEMX with an annualized return of 1.53%, while MGEMX has yielded a comparatively higher 2.52% annualized return.
SEMGX
1.09%
-2.06%
-2.89%
6.47%
3.11%
1.53%
MGEMX
2.86%
-0.81%
-2.30%
6.37%
7.86%
2.52%
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SEMGX vs. MGEMX - Expense Ratio Comparison
SEMGX has a 0.98% expense ratio, which is lower than MGEMX's 1.05% expense ratio.
Risk-Adjusted Performance
SEMGX vs. MGEMX — Risk-Adjusted Performance Rank
SEMGX
MGEMX
SEMGX vs. MGEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Emerging Markets Equity Fund (SEMGX) and Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX). 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
SEMGX vs. MGEMX - Dividend Comparison
SEMGX's dividend yield for the trailing twelve months is around 0.15%, less than MGEMX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMGX DWS Emerging Markets Equity Fund | 0.15% | 0.15% | 2.17% | 2.15% | 1.71% | 1.23% | 1.94% | 0.71% | 0.62% | 0.54% | 0.23% | 1.19% |
MGEMX Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio | 1.23% | 1.27% | 2.48% | 4.48% | 9.05% | 1.07% | 13.37% | 2.46% | 0.60% | 0.82% | 0.87% | 6.23% |
Drawdowns
SEMGX vs. MGEMX - Drawdown Comparison
The maximum SEMGX drawdown since its inception was -73.81%, which is greater than MGEMX's maximum drawdown of -69.08%. Use the drawdown chart below to compare losses from any high point for SEMGX and MGEMX. For additional features, visit the drawdowns tool.
Volatility
SEMGX vs. MGEMX - Volatility Comparison
DWS Emerging Markets Equity Fund (SEMGX) has a higher volatility of 12.91% compared to Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX) at 9.72%. This indicates that SEMGX's price experiences larger fluctuations and is considered to be riskier than MGEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.