Morgan Stanley Competition

XIIFX -  USA Fund  

USD 31.36  0.16  0.51%

Morgan Stanley India competes with Vanguard Index, Vanguard Index, Vanguard Total, Vanguard Total, and Vanguard Total; as well as few others. The fund is listed under null category and is part of null 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.
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. Check out Morgan Stanley Correlation with its peers.

Morgan Competition 

 
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Morgan Stanley's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Morgan Stanley in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
30.4431.3632.28
Details
Intrinsic
Valuation
LowReal ValueHigh
30.3431.2632.18
Details
Naive
Forecast
LowNext ValueHigh
29.4430.3631.27
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.2232.5233.82
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 towards taking a position in Morgan Stanley India.

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 stocks. 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 India does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Morgan Stanley Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Morgan Stanley stock performing well and Morgan Stanley Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Morgan Stanley's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
VTSMX
F
 0.59  0.04  0.00 (0.03)  0.00  0.05  0.00  1.12 (1.78)  3.97 
VITSX
F
 0.57  0.00  0.07 (0.11)  0.93  0.08 (0.52)  1.10 (1.78)  3.97 
VSMPX
F
 0.57  0.00  0.07 (0.12)  0.91  0.08 (0.52)  1.10 (1.78)  3.97 
VSTSX
F
 0.57  0.00  0.07 (0.12)  0.93  0.08 (0.52)  1.10 (1.78)  3.97 
VTSAX
F
 0.60  0.04  0.00 (0.03)  0.00  0.05  0.00  1.11 (1.78)  3.96 
VFIAX
F
 0.57  0.01  0.08  1.73  0.92  0.10 (0.51)  1.15 (1.70)  3.99 
VFINX
F
 0.57  0.01  0.08  1.75  0.91  0.10 (0.51)  1.15 (1.70)  3.99 
VFFSX
F
 0.56  0.02  0.09  1.82  0.89  0.11 (0.53)  1.15 (1.70)  3.99 
VTSNX
F
 0.57 (0.07)  0.00 (0.66)  0.00 (0.0173)  0.00  1.00 (1.50)  3.64 
VTIAX
F
 0.57 (0.08)  0.00 (0.72)  0.00 (0.0283)  0.00  0.97 (1.49)  3.62 

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
XIIFX
F
VTSMX
F
VITSX
F
VSMPX
F
VSTSX
F
VTSAX
F
VFIAX
F
VFINX
F
VFFSX
F
VTSNX
F
 0.51 
 31.36 
Morgan
 1.46 
 111.93 
Vanguard
 1.97 
 113.66 
Vanguard
 1.97 
 213.15 
Vanguard
 1.97 
 223.66 
Vanguard
 1.47 
 111.97 
Vanguard
 1.88 
 422.51 
Vanguard
 1.88 
 422.49 
Vanguard
 1.88 
 223.89 
Vanguard
 1.05 
 133.42 
Vanguard
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
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)
Price to Book
Equity Positions Weight
Cash Position Weight
Three Year Return
Net Asset
Minimum Initial Investment
Five Year Return
Last Dividend Paid
One Year Return
Ten Year Return
Price to Earning
Price to Sales
Daily Balance Of Power
Day Typical Price
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Morgan Stanley Competition Performance Charts

Complement your Morgan Stanley position

In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Precious Metals
Precious Metals Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. Precious Metals theme has 40 constituents.
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Check out Morgan Stanley Correlation with its peers. Note that the Morgan Stanley India information on this page should be used as a complementary analysis to other Morgan Stanley's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Morgan Mutual Fund analysis

When running Morgan Stanley India price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine Morgan Stanley value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.