Morgan Stanley Competition

Mutual Funds . USA . 
Fund . Morgan Stanley Institutional
MSDFX Fund   11.45  0.03  0.26%   
Morgan Stanley Insti competes with Invesco Comstock, Invesco Equally-weighted, Growth Portfolio, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Foreign Large Blend category and is part of Morgan Stanley family. Analyzing Morgan Stanley competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Morgan Stanley to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Morgan Stanley Correlation with its peers.
For more information on how to buy Morgan Mutual Fund please use our How to Invest in Morgan Stanley guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Morgan Stanley competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
10.6311.4812.33
Details
Intrinsic
Valuation
LowRealHigh
10.7511.6012.45
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Morgan Stanley. Your research has to be compared to or analyzed against Morgan Stanley's peers to derive any actionable benefits. When done correctly, Morgan Stanley's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Morgan Stanley Insti.

Morgan Stanley Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Morgan Stanley and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Morgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Morgan Stanley Insti does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VADDX
+ 0.96
ACSDX
MSEQX
+ 0.94
ACSDX
MSEQX
+ 0.88
VADDX
RRTLX
+ 0.81
MSTSX
OSHDF
+ 0.79
VIASP
MSTSX
+ 0.75
VADDX
  
High negative correlations   
VIASP
- 0.11
MSTSX
OSHDF
- 0.02
MSTSX
RRTLX
- 0.01
VIASP
70082LAB3
- 0.0
AQUI
OSHDF
- 0.0
AQUI
RRTLX
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between Morgan Mutual Fund performing well and Morgan Stanley Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Morgan Stanley's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ACSDX  0.54  0.00 (0.02) 0.12  0.36 
(0.67)
 1.01 
(0.86)
 4.32 
VADDX  0.53  0.01 (0.02) 0.13  0.41 
(0.56)
 1.10 
(0.84)
 3.14 
MSEQX  1.28  0.38  0.34  0.39  0.75 
(1.60)
 3.37 
(1.94)
 8.33 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.48 (0.05)(0.15) 0.04  0.53 
(0.58)
 1.03 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.40) 0.46  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.74  0.08 (0.03)(2.22) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
RRTLX  0.24  0.01 (0.30) 0.50  0.24 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  22.61  0.00 (0.96) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  1.00  0.03 (0.04) 1.56  2.25 
(1.07)
 1.75 
(1.69)
 24.27 
All Fundamental Data

Morgan Stanley Competitive Analysis

The better you understand Morgan Stanley competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Morgan Stanley's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Morgan Stanley's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MSDFX ACSDX VADDX MSEQX AQUI MSTSX LBHIX VIASP RRTLX OSHDF
 0.26 
 11.45 
Morgan
 0.64 
 32.95 
Invesco
 0.01 
 84.23 
Invesco
 1.14 
 57.98 
Growth
 0.00 
 0.01 
Aquagold
 1.28 
 11.88 
Morningstar
 0.23 
 4.25 
Thrivent
 0.32 
 22.05 
Via
 0.24 
 12.60 
RRTLX
 0.00 
 0.01 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Very Weak
Good
Good
Strong
Very Weak
Modest
Good
Modest
Insignificant
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Above Average
Low
Above Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Strong Hold
Strong Buy
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
Net Asset
1.99 M
13.08 B
8.11 B
5.53 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
Price To Book
N/A
1.39
2.33
7.9
N/A
N/A
1.58
N/A
2.13
0.005
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
Five Year Return
N/A
13.84
12.49
14.53
N/A
8.6
3.31
8.97
0.0406
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
N/A
29.03
28.68
76.76
N/A
19.87
11.68
N/A
0.067
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
Cash Position Weight
N/A
3.31
1.47
5.44
N/A
14.28
6.56
N/A
7.22
N/A
Equity Positions Weight
N/A
96.7
98.53
94.14
N/A
61.63
0.07
N/A
38.52
N/A
Number Of Employees
N/A
1
1
1
7
1
1
169
1
31
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
Three Year Return
N/A
11.99
6.78
-7.65
N/A
7.0
2.59
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
Annual Yield
0.0039
0.0164
0.0146
N/A
N/A
0.021
0.0617
0.0972
0.0211
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
1 K
1 K
5 M
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
9.83 B
7.5 B
1.68 B
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
N/A
0.12
0.14
N/A
N/A
N/A
0.02
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
Price To Earning
N/A
14.91
18.41
34.15
-0.22
N/A
35.48
26.83
18.25
N/A
Price To Sales
N/A
1.36
1.45
5.37
N/A
N/A
1.23
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
Year To Date Return
N/A
21.51
19.01
52.65
N/A
13.69
6.69
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
Ten Year Return
N/A
8.83
11.42
20.18
N/A
N/A
6.0
N/A
5.76
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
Day Typical Price
11.45
32.95
84.23
57.98
0.006
11.88
4.25
22.1
12.6
0.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
234.5
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
9.2 T
(9,223,372,036,855)
(0.29)
9.2 T
0.0
Period Momentum Indicator
(0.03)
0.21
(0.01)
(0.67)
N/A
0.15
(0.01)
(0.07)
0.03
N/A
Rate Of Daily Change
1.0
1.01
1.0
0.99
1.0
1.01
1.0
1.0
1.0
1.0
Day Median Price
11.45
32.95
84.23
57.98
0.006
11.88
4.25
22.12
12.6
0.01
Price Action Indicator
(0.01)
0.11
(0.01)
(0.34)
N/A
0.075
(0.01)
(0.10)
0.015
N/A
Coefficient Of Variation
(1,034)
608.58
577.59
306.29
N/A
1873.74
584.89
1382.31
1246.41
812.4
Mean Deviation
0.6571
0.54
0.5276
1.28
N/A
0.4801
0.1098
0.7409
0.2378
39.65
Jensen Alpha
(0.15)
0.0048
0.0096
0.3755
N/A
(0.05)
0.014
0.0779
0.0112
22.61
Total Risk Alpha
(0.22)
(0)
0.002
0.2799
N/A
(0.07)
(0.01)
(0.11)
(0.03)
(5.26)
Sortino Ratio
N/A
(0.02)
(0.02)
0.3432
N/A
(0.15)
(0.40)
(0.03)
(0.30)
N/A
Downside Variance
N/A
0.2949
0.3817
1.53
N/A
0.4204
0.0625
1.65
0.1188
N/A
Standard Deviation
0.8396
0.7255
0.6721
1.69
N/A
0.6193
0.1688
1.16
0.308
163.54
Kurtosis
0.884
6.72
0.7345
2.0
N/A
0.0373
3.71
5.37
0.049
66.0
Potential Upside
1.09
1.01
1.1
3.37
N/A
1.03
0.2375
2.28
0.5564
N/A
Treynor Ratio
(0.20)
0.1241
0.1304
0.385
N/A
0.0382
0.4625
(2.22)
0.4971
(0.96)
Maximum Drawdown
4.31
4.32
3.14
8.33
N/A
2.8
0.9552
7.18
1.37
1328.57
Variance
0.705
0.5263
0.4518
2.87
N/A
0.3836
0.0285
1.35
0.0949
26743.97
Market Risk Adjusted Performance
(0.19)
0.1341
0.1404
0.395
N/A
0.0482
0.4725
(2.21)
0.5071
(0.95)
Risk Adjusted Performance
(0.07)
0.125
0.1309
0.255
N/A
0.0384
0.0954
0.0587
0.0465
0.104
Skewness
0.541
1.53
0.3881
0.7936
N/A
0.0305
1.16
(0.88)
0.0337
8.12
Semi Deviation
N/A
0.3631
0.4063
0.7477
N/A
0.5304
0.0
1.13
0.2395
N/A
Information Ratio
(0.25)
(0.01)
(0.02)
0.2505
N/A
(0.15)
(0.59)
(0.04)
(0.34)
0.1223
Value At Risk
(1.37)
(0.86)
(0.84)
(1.94)
N/A
(1.02)
(0.24)
(1.20)
(0.56)
N/A
Expected Short fall
N/A
(0.67)
(0.56)
(1.60)
N/A
(0.58)
(0.29)
(0.80)
(0.27)
N/A
Downside Deviation
N/A
0.543
0.6179
1.24
N/A
0.6484
0.25
1.29
0.3447
N/A
Semi Variance
N/A
0.1318
0.1651
0.5591
N/A
0.2813
(0.02)
1.27
0.0574
N/A

Morgan Stanley Competition Performance Charts

Five steps to successful analysis of Morgan Stanley Competition

Morgan Stanley's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Morgan Stanley Insti in relation to its competition. Morgan Stanley's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Morgan Stanley in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Morgan Stanley's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Morgan Stanley Insti, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Morgan Mutual Fund

Morgan Stanley financial ratios help investors to determine whether Morgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morgan with respect to the benefits of owning Morgan Stanley security.
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