MIGIX vs. TRBCX
MIGIX (Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio) and TRBCX (T. Rowe Price Blue Chip Growth Fund) are both mutual funds - MIGIX is a Global Equities fund managed by T. Rowe Price, while TRBCX is a Large Cap Growth Equities fund managed by T. Rowe Price. Over the past 10 years, MIGIX returned 13.42%/yr vs 17.69%/yr for TRBCX. Their correlation of 0.81 suggests significant overlap in exposure. MIGIX charges 1.00%/yr vs 0.69%/yr for TRBCX.
Performance
MIGIX vs. TRBCX - Performance Comparison
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Returns By Period
In the year-to-date period, MIGIX achieves a 2.47% return, which is significantly lower than TRBCX's 5.48% return. Over the past 10 years, MIGIX has underperformed TRBCX with an annualized return of 13.42%, while TRBCX has yielded a comparatively higher 17.69% annualized return.
MIGIX
- 1D
- -1.41%
- 1M
- 5.33%
- YTD
- 2.47%
- 6M
- -2.02%
- 1Y
- 6.43%
- 3Y*
- 27.33%
- 5Y*
- 0.92%
- 10Y*
- 13.42%
TRBCX
- 1D
- -0.69%
- 1M
- 5.17%
- YTD
- 5.48%
- 6M
- 5.64%
- 1Y
- 22.08%
- 3Y*
- 28.80%
- 5Y*
- 13.81%
- 10Y*
- 17.69%
MIGIX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIGIX Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio | 2.47% | 16.07% | 48.18% | 50.84% | -57.66% | -13.31% | 95.07% | 34.53% | -5.73% | 41.70% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.48% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Correlation
The correlation between MIGIX and TRBCX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2010 | 0.81 |
The correlation between MIGIX and TRBCX shifts across timeframes, from 0.65 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MIGIX vs. TRBCX — Risk / Return Rank
MIGIX
TRBCX
MIGIX vs. TRBCX - 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 (TRBCX). 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 | TRBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.34 | -1.10 |
| Martin ratioReturn relative to average drawdown | 0.52 | 4.54 | -4.02 |
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 | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 1.37 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.58 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.78 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.60 | -0.23 |
Drawdowns
MIGIX vs. TRBCX - Drawdown Comparison
The maximum MIGIX drawdown since its inception was -73.54%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for MIGIX and TRBCX.
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Drawdown Indicators
| MIGIX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.54% | -54.56% | -18.98% |
Max Drawdown (1Y)Largest decline over 1 year | -28.44% | -17.01% | -11.43% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | -23.08% | -8.75% |
Max Drawdown (5Y)Largest decline over 5 years | -73.54% | -43.63% | -29.91% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | -43.63% | -29.91% |
Current DrawdownCurrent decline from peak | -27.03% | -0.69% | -26.34% |
Average DrawdownAverage peak-to-trough decline | -18.01% | -11.31% | -6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.57% | 5.01% | +8.56% |
Volatility
MIGIX vs. TRBCX - Volatility Comparison
Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX) has a higher volatility of 8.22% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 3.57%. This indicates that MIGIX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGIX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 3.57% | +4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 21.74% | 13.37% | +8.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.40% | 16.66% | +11.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.49% | 24.03% | +26.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.16% | 22.79% | +16.37% |
MIGIX vs. TRBCX - Expense Ratio Comparison
MIGIX has a 1.00% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Dividends
MIGIX vs. TRBCX - Dividend Comparison
MIGIX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 4.97%.
| Position | 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% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 4.97% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Frequently Asked Questions
MIGIX and TRBCX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MIGIX has higher volatility (8.22%) compared to TRBCX (3.57%). In terms of maximum drawdown, MIGIX dropped -73.54% vs TRBCX's -54.56%.
TRBCX currently has the higher Sharpe Ratio (1.37 vs 0.25), 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.
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