MGGIX vs. TBCIX
MGGIX (Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - MGGIX is a Global Equities fund managed by T. Rowe Price, while TBCIX is a Large Cap Growth Equities fund actively managed by T. Rowe Price. Over the past 10 years, MGGIX returned 12.60%/yr vs 16.53%/yr for TBCIX. Their correlation of 0.86 means they have usually moved in the same direction. MGGIX charges 0.95%/yr vs 0.56%/yr for TBCIX.
Performance
MGGIX vs. TBCIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MGGIX achieves a -0.11% return, which is significantly higher than TBCIX's -3.25% return. Over the past 10 years, MGGIX has underperformed TBCIX with an annualized return of 12.60%, while TBCIX has yielded a comparatively higher 16.53% annualized return.
MGGIX
- 1D
- 2.63%
- 1M
- -4.10%
- 6M
- 0.91%
- YTD
- -0.11%
- 1Y
- -8.62%
- 3Y*
- 11.17%
- 5Y*
- 1.88%
- 10Y*
- 12.60%
- ALL TIME*
- 11.72%
TBCIX
- 1D
- 2.29%
- 1M
- -2.44%
- 6M
- -1.33%
- YTD
- -3.25%
- 1Y
- 5.31%
- 3Y*
- 22.44%
- 5Y*
- 10.04%
- 10Y*
- 16.53%
- ALL TIME*
- 15.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
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 | -0.11% | 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 | -3.25% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Correlation
The correlation between MGGIX and TBCIX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.86 |
The correlation between MGGIX and TBCIX has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MGGIX | TBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.05 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 0.23 | -0.62 |
| Martin ratioReturn relative to average drawdown | -0.81 | 0.68 | -1.49 |
Loading charts...
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 charts...
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 (3Y)Largest decline over 3 years | -27.65% | -23.06% | -4.59% |
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 | -14.93% | -8.96% | -5.97% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -8.04% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.29% | 5.64% | +7.65% |
Volatility
MGGIX vs. TBCIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has a higher volatility of 6.76% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.92%. 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 charts...
Volatility by Period
| MGGIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 5.92% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 18.92% | 14.30% | +4.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.22% | 17.67% | +6.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.48% | 24.16% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 22.85% | +0.39% |
MGGIX vs. TBCIX - Expense Ratio Comparison
MGGIX has a 0.95% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
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 5.38%.
| Position | 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 | 5.38% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Frequently Asked Questions
MGGIX and TBCIX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MGGIX has higher volatility (6.76%) compared to TBCIX (5.92%). In terms of maximum drawdown, MGGIX dropped -59.08% vs TBCIX's -43.26%.
TBCIX currently has the higher Sharpe Ratio (0.22 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for MGGIX and TBCIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer