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 0.92, 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.
Performance
SEMGX vs. MGEMX - Performance Comparison
Key characteristics
SEMGX:
0.55
MGEMX:
0.63
SEMGX:
0.84
MGEMX:
0.94
SEMGX:
1.10
MGEMX:
1.11
SEMGX:
0.21
MGEMX:
0.17
SEMGX:
2.14
MGEMX:
2.08
SEMGX:
3.77%
MGEMX:
4.16%
SEMGX:
14.74%
MGEMX:
13.83%
SEMGX:
-67.22%
MGEMX:
-75.22%
SEMGX:
-31.55%
MGEMX:
-44.94%
Returns By Period
The year-to-date returns for both investments are quite close, with SEMGX having a -2.02% return and MGEMX slightly higher at -1.92%. Over the past 10 years, SEMGX has outperformed MGEMX with an annualized return of 2.24%, while MGEMX has yielded a comparatively lower 0.42% annualized return.
SEMGX
-2.02%
-5.47%
-5.67%
7.67%
-2.20%
2.24%
MGEMX
-1.92%
-5.77%
-7.91%
8.04%
-1.54%
0.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 has not paid dividends to shareholders, while MGEMX's dividend yield for the trailing twelve months is around 1.01%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMGX DWS Emerging Markets Equity Fund | 0.00% | 0.00% | 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 | 1.01% | 0.99% | 2.48% | 0.82% | 1.79% | 0.52% | 0.75% | 1.57% | 0.60% | 0.83% | 0.87% | 0.90% |
Drawdowns
SEMGX vs. MGEMX - Drawdown Comparison
The maximum SEMGX drawdown since its inception was -67.22%, smaller than the maximum MGEMX drawdown of -75.22%. 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 3.55% compared to Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio (MGEMX) at 3.26%. 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.