MSCI vs IX
Comparison between MSCI Inc (MSCI, Company) and Orix Corporation (IX, Company).
Both MSCI and IX are from the Financial Services sector.
5-Year PerformanceIX has outperformed MSCI, delivering a return of +19.0% compared to +6.9%
MSCI vs IX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MSCI vs IX - Historical Returns
Returns include dividend reinvestment.
MSCI vs IX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MSCI | IX |
|---|---|---|
| 2026 | +9.71% | +28.45% |
| 2025 | -2.69% | +43.71% |
| 2024 | +9.21% | +18.94% |
| 2023 | +23.97% | +19.23% |
| 2022 | -21.13% | -19.73% |
| 2021 | +40.95% | +34.13% |
| 2020 | +69.23% | -5.55% |
| 2019 | +77.76% | +14.76% |
| 2018 | +16.88% | -16.02% |
| 2017 | +62.75% | +9.60% |
| 2016 | +12.99% | +14.83% |
| 2015 | +53.19% | +11.37% |
| 2014 | +10.40% | -27.49% |
| 2013 | +36.07% | +53.29% |
| 2012 | -5.55% | +35.53% |
| 2011 | -16.53% | -16.25% |
| 2010 | +21.83% | +41.30% |
| 2009 | +70.51% | +20.49% |
| 2008 | -47.53% | -65.61% |
| 2007 | +47.13% | -41.90% |
| 2006 | N/A | +11.34% |
| 2005 | N/A | +87.14% |
| 2004 | N/A | +63.85% |
| 2003 | N/A | +26.81% |
| 2002 | N/A | -27.50% |
| 2001 | N/A | -9.93% |
| 2000 | N/A | -57.65% |
| 1999 | N/A | +68.00% |
MSCI vs IX Drawdown Comparison
The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The current MSCI drawdown is -4.40%. The current IX drawdown is -5.11%.
| Rank | MSCI | IX |
|---|---|---|
| #1 | -69.06% Dec 31, 2007 - Dec 21, 2010 | -93.82% Apr 4, 2006 - Aug 7, 2025 |
| #2 | -43.74% Nov 16, 2021 - Jun 1, 2026 | -83.18% Dec 29, 1999 - Dec 14, 2005 |
| #3 | -36.06% Dec 27, 2010 - Sep 16, 2013 | -20.33% Feb 12, 2026 - May 11, 2026 |
| #4 | -32.21% Feb 19, 2020 - Apr 27, 2020 | -15.58% Jan 9, 2006 - Mar 13, 2006 |
| #5 | -25.58% Sep 4, 2018 - Feb 28, 2019 | -10.33% Nov 5, 1999 - Dec 1, 1999 |
| #6 | -14.93% Jul 31, 2015 - Nov 2, 2015 | -8.44% Sep 16, 2025 - Nov 12, 2025 |
| #7 | -14.85% Jul 18, 2019 - Nov 1, 2019 | -8.40% Dec 6, 1999 - Dec 17, 1999 |
| #8 | -14.11% Aug 31, 2016 - Feb 3, 2017 | -5.29% Mar 14, 2006 - Mar 20, 2006 |
| #9 | -13.71% Jul 27, 2020 - Nov 4, 2020 | -5.11% May 26, 2026 - Jun 5, 2026 |
| #10 | -13.50% May 18, 2020 - Jul 6, 2020 | -4.83% Nov 12, 2025 - Nov 25, 2025 |
| #11 | -13.49% Sep 18, 2014 - Nov 24, 2014 | -3.45% May 13, 2026 - May 20, 2026 |
| #12 | -13.30% Dec 29, 2015 - Feb 22, 2016 | -3.38% Dec 17, 1999 - Dec 22, 1999 |
| #13 | -13.21% Jan 12, 2021 - Apr 12, 2021 | -3.17% Dec 15, 2025 - Dec 23, 2025 |
| #14 | -12.38% Mar 12, 2014 - Jul 1, 2014 | -2.97% Dec 23, 2005 - Jan 3, 2006 |
| #15 | -11.20% Sep 24, 2021 - Oct 29, 2021 | -2.76% Jan 12, 2026 - Feb 3, 2026 |
Correlation
Correlation between MSCI and IX is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MSCI vs IX dividend yield comparison.
| Year | MSCI | IX |
|---|---|---|
| 2026 | 0.67% | 0.00% |
| 2025 | 1.25% | 3.43% |
| 2024 | 1.07% | 3.63% |
| 2023 | 0.98% | 3.22% |
| 2022 | 0.98% | 1.94% |
| 2021 | 0.59% | 0.00% |
| 2020 | 0.65% | 2.17% |
| 2019 | 0.98% | 0.00% |
| 2018 | 1.30% | 0.00% |
| 2017 | 1.04% | 1.41% |
| 2016 | 1.27% | 2.40% |
| 2015 | 1.11% | 0.00% |
| 2014 | 0.38% | 1.60% |
| 2013 | 0.00% | 0.67% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 1.11% |
| 2010 | 0.00% | 0.77% |
| 2009 | 0.00% | 0.97% |
| 2008 | 0.00% | 4.26% |
| 2006 | 0.00% | 0.12% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.16% |
| 2003 | 0.00% | 0.16% |
| 2002 | 0.00% | 0.18% |
| 2001 | 0.00% | 0.14% |
| 2000 | 0.00% | 0.11% |
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