MGGIX vs. MGGPX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX).
MGGIX is managed by T. Rowe Price. It was launched on May 29, 2008. MGGPX is a passively managed fund by Morgan Stanley that tracks the performance of the MSCI All Country World Index. It was launched on May 24, 2010.
Performance
MGGIX vs. MGGPX - Performance Comparison
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MGGIX vs. MGGPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | -14.91% | 1.86% | 27.50% | 49.70% | -41.57% | 0.22% | 55.49% | 35.44% | -5.65% | 49.45% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | -14.99% | 0.77% | 27.16% | 49.29% | -41.77% | -0.05% | 55.05% | 35.03% | -5.96% | 49.03% |
Returns By Period
The year-to-date returns for both stocks are quite close, with MGGIX having a -14.91% return and MGGPX slightly lower at -14.99%. Both investments have delivered pretty close results over the past 10 years, with MGGIX having a 11.61% annualized return and MGGPX not far behind at 11.19%.
MGGIX
- 1D
- 0.17%
- 1M
- -12.52%
- YTD
- -14.91%
- 6M
- -25.77%
- 1Y
- -12.12%
- 3Y*
- 11.13%
- 5Y*
- -0.39%
- 10Y*
- 11.61%
MGGPX
- 1D
- 0.14%
- 1M
- -12.56%
- YTD
- -14.99%
- 6M
- -26.48%
- 1Y
- -13.08%
- 3Y*
- 10.50%
- 5Y*
- -0.84%
- 10Y*
- 11.19%
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MGGIX vs. MGGPX - Expense Ratio Comparison
MGGIX has a 0.95% expense ratio, which is lower than MGGPX's 1.25% expense ratio.
Return for Risk
MGGIX vs. MGGPX — Risk / Return Rank
MGGIX
MGGPX
MGGIX vs. MGGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX). 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.
| MGGIX | MGGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.52 | -0.55 | +0.03 |
Sortino ratioReturn per unit of downside risk | -0.56 | -0.60 | +0.04 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.91 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.55 | -0.57 | +0.02 |
Martin ratioReturn relative to average drawdown | -1.49 | -1.53 | +0.04 |
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
| MGGIX | MGGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.52 | -0.55 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.03 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.49 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.62 | -0.14 |
Correlation
The correlation between MGGIX and MGGPX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MGGIX vs. MGGPX - Dividend Comparison
Neither MGGIX nor MGGPX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | 0.00% | 0.00% | 9.27% | 2.13% | 22.94% | 4.92% | 1.16% | 0.00% | 0.79% | 0.39% | 7.04% | 1.26% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | 0.00% | 0.00% | 9.95% | 2.27% | 24.31% | 5.14% | 1.20% | 0.00% | 0.82% | 0.40% | 7.23% | 1.29% |
Drawdowns
MGGIX vs. MGGPX - Drawdown Comparison
The maximum MGGIX drawdown since its inception was -59.08%, which is greater than MGGPX's maximum drawdown of -51.83%. Use the drawdown chart below to compare losses from any high point for MGGIX and MGGPX.
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Drawdown Indicators
| MGGIX | MGGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.08% | -51.83% | -7.25% |
Max Drawdown (1Y)Largest decline over 1 year | -27.65% | -28.32% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -51.02% | -51.14% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | -51.83% | +0.23% |
Current DrawdownCurrent decline from peak | -27.53% | -28.22% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -9.36% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.18% | 10.55% | -0.37% |
Volatility
MGGIX vs. MGGPX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) have volatilities of 7.77% and 7.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGGIX | MGGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 7.77% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 17.87% | 18.41% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.52% | 24.89% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.84% | 25.92% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.87% | 22.92% | -0.05% |