MGGIX vs. TBCIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MGGIX is managed by T. Rowe Price. It was launched on May 29, 2008. TBCIX is managed by T. Rowe Price.
Performance
MGGIX vs. TBCIX - Performance Comparison
Loading graphics...
MGGIX vs. TBCIX - 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
The year-to-date returns for both investments are quite close, with MGGIX having a -14.91% return and TBCIX slightly higher at -14.54%. Over the past 10 years, MGGIX has underperformed TBCIX with an annualized return of 11.61%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
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%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MGGIX vs. TBCIX - Expense Ratio Comparison
MGGIX has a 0.95% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MGGIX vs. TBCIX — Risk / Return Rank
MGGIX
TBCIX
MGGIX vs. TBCIX - 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 T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.52 | 0.54 | -1.06 |
Sortino ratioReturn per unit of downside risk | -0.56 | 0.94 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.13 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.55 | 0.50 | -1.05 |
Martin ratioReturn relative to average drawdown | -1.49 | 1.75 | -3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MGGIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.52 | 0.54 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.44 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.69 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.66 | -0.19 |
Correlation
The correlation between MGGIX and TBCIX is 0.86, 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. TBCIX - Dividend Comparison
MGGIX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 6.09%.
| 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
MGGIX vs. TBCIX - Drawdown Comparison
The maximum MGGIX drawdown since its inception was -59.08%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MGGIX and TBCIX.
Loading graphics...
Drawdown Indicators
| MGGIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.08% | -43.26% | -15.82% |
Max Drawdown (1Y)Largest decline over 1 year | -27.65% | -16.96% | -10.69% |
Max Drawdown (5Y)Largest decline over 5 years | -51.02% | -43.26% | -7.76% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | -43.26% | -8.34% |
Current DrawdownCurrent decline from peak | -27.53% | -16.96% | -10.57% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -8.15% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.18% | 4.87% | +5.31% |
Volatility
MGGIX vs. TBCIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has a higher volatility of 7.77% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that MGGIX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MGGIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 5.58% | +2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 17.87% | 11.76% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.52% | 22.49% | +2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.84% | 23.88% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.87% | 22.69% | +0.18% |