MIGIX vs. TBCIX
Compare and contrast key facts about Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MIGIX is managed by T. Rowe Price. It was launched on Dec 27, 2010. TBCIX is managed by T. Rowe Price.
Performance
MIGIX vs. TBCIX - Performance Comparison
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MIGIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | -16.87% | 16.07% | 48.18% | 50.84% | -57.66% | -13.31% | 95.07% | 34.53% | -5.73% | 41.70% |
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
In the year-to-date period, MIGIX achieves a -16.87% return, which is significantly lower than TBCIX's -14.54% return. Over the past 10 years, MIGIX has underperformed TBCIX with an annualized return of 11.28%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
MIGIX
- 1D
- -0.66%
- 1M
- -7.51%
- YTD
- -16.87%
- 6M
- -25.46%
- 1Y
- 6.45%
- 3Y*
- 21.36%
- 5Y*
- -3.62%
- 10Y*
- 11.28%
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%
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MIGIX vs. TBCIX - Expense Ratio Comparison
MIGIX has a 1.00% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MIGIX vs. TBCIX — Risk / Return Rank
MIGIX
TBCIX
MIGIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) 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.
| MIGIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.54 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.46 | 0.94 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.50 | -0.47 |
Martin ratioReturn relative to average drawdown | 0.09 | 1.75 | -1.66 |
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
| MIGIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.54 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.44 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.69 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.66 | -0.34 |
Correlation
The correlation between MIGIX and TBCIX is 0.79, 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
MIGIX vs. TBCIX - Dividend Comparison
MIGIX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | 0.00% | 0.00% | 1.34% | 0.00% | 0.10% | 56.85% | 3.48% | 4.37% | 4.58% | 11.22% | 2.16% | 7.15% |
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
MIGIX vs. TBCIX - Drawdown Comparison
The maximum MIGIX drawdown since its inception was -73.54%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MIGIX and TBCIX.
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Drawdown Indicators
| MIGIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.54% | -43.26% | -30.28% |
Max Drawdown (1Y)Largest decline over 1 year | -28.44% | -16.96% | -11.48% |
Max Drawdown (5Y)Largest decline over 5 years | -73.54% | -43.26% | -30.28% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | -43.26% | -30.28% |
Current DrawdownCurrent decline from peak | -40.80% | -16.96% | -23.84% |
Average DrawdownAverage peak-to-trough decline | -17.84% | -8.15% | -9.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.22% | 4.87% | +6.35% |
Volatility
MIGIX vs. TBCIX - Volatility Comparison
Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) has a higher volatility of 8.59% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that MIGIX'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.
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Volatility by Period
| MIGIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 5.58% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 22.31% | 11.76% | +10.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.78% | 22.49% | +11.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.49% | 23.88% | +26.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.97% | 22.69% | +16.28% |