MEGIX vs. DINDX
Compare and contrast key facts about Morgan Stanley Growth Portfolio (MEGIX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX).
MEGIX is managed by Morgan Stanley. It was launched on Apr 30, 2017. DINDX is an actively managed fund by Morgan Stanley. It was launched on Jul 27, 1997.
Performance
MEGIX vs. DINDX - Performance Comparison
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MEGIX vs. DINDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEGIX Morgan Stanley Growth Portfolio | -19.20% | 35.72% | 46.59% | 48.66% | -83.28% | -0.20% | 117.49% | 31.82% | 7.73% | 19.35% |
DINDX Morgan Stanley Global Fixed Income Opportunities Fund | 0.00% | 8.28% | 6.76% | 8.49% | -7.06% | 0.01% | 5.10% | 9.59% | -1.28% | 6.66% |
Returns By Period
MEGIX
- 1D
- -0.69%
- 1M
- -8.64%
- YTD
- -19.20%
- 6M
- -25.33%
- 1Y
- 11.54%
- 3Y*
- 26.82%
- 5Y*
- -16.52%
- 10Y*
- —
DINDX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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MEGIX vs. DINDX - Expense Ratio Comparison
MEGIX has a 0.57% expense ratio, which is higher than DINDX's 0.56% expense ratio.
Return for Risk
MEGIX vs. DINDX — Risk / Return Rank
MEGIX
DINDX
MEGIX vs. DINDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio (MEGIX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX). 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.
| MEGIX | DINDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | — | — |
Sortino ratioReturn per unit of downside risk | 0.67 | — | — |
Omega ratioGain probability vs. loss probability | 1.08 | — | — |
Calmar ratioReturn relative to maximum drawdown | 0.21 | — | — |
Martin ratioReturn relative to average drawdown | 0.57 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MEGIX | DINDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | — | — |
Correlation
The correlation between MEGIX and DINDX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MEGIX vs. DINDX - Dividend Comparison
Neither MEGIX nor DINDX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGIX Morgan Stanley Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 34.82% | 7.97% | 5.35% | 24.32% | 0.00% | 0.00% | 0.00% |
DINDX Morgan Stanley Global Fixed Income Opportunities Fund | 3.44% | 4.69% | 5.36% | 4.69% | 5.82% | 3.52% | 2.98% | 3.43% | 3.68% | 3.13% | 6.24% | 4.80% |
Drawdowns
MEGIX vs. DINDX - Drawdown Comparison
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Volatility
MEGIX vs. DINDX - Volatility Comparison
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Volatility by Period
| MEGIX | DINDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.33% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.07% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.74% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.86% | — | — |