Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MPAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MPAIX
MPAIX charges 0.85% annually. There are 217 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MPAIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MPAIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MPAIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MPAIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MPAIX vs TILIX |
Best Risk-Adjusted Alternatives to MPAIX
MPAIX has a PortfoliosLab risk / return rank of 2. There are 405 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | MPAIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | MPAIX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | MPAIX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | MPAIX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | MPAIX vs CHASX |
Top Performing MPAIX Alternatives (YTD)
MPAIX is at -8.35% YTD. There are 406 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | MPAIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | MPAIX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | MPAIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | MPAIX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | MPAIX vs FTQGX |
Lowest Volatility Alternatives to MPAIX
MPAIX has 25.54% 1-year volatility. There are 404 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | MPAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | MPAIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | MPAIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MPAIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | MPAIX vs BLUEX |
Lowest Drawdown Alternatives to MPAIX
MPAIX has a 1-year max drawdown of -24.41%. There are 402 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MPAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MPAIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MPAIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MPAIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MPAIX vs DNVYX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 9 | -1.78% | — | Jun 1993 | MPAIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 35 | 4.25% | — | Jun 1986 | MPAIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 43 | 7.88% | — | Dec 1992 | MPAIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 50 | 8.76% | — | Nov 1994 | MPAIX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | -1.59% | — | Sep 1985 | MPAIX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.71% | — | — | MPAIX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 51 | 8.10% | — | Mar 1990 | MPAIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | -1.57% | — | Oct 2001 | MPAIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 75 | 34.24% | — | Sep 1987 | MPAIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 25 | 7.44% | — | Feb 2004 | MPAIX vs TRRJX |
Often Compared With MPAIX
Investors most often compare MPAIX with BTAL, CPODX, GXXIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MPAIX with Any Fund or Stock
Compare MPAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MPAIX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Advantage Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MPAIX.
Explore MPAIX Diversifiers