MIOIX vs. TBCIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MIOIX is managed by T. Rowe Price. It was launched on Mar 30, 2010. TBCIX is managed by T. Rowe Price.
Performance
MIOIX vs. TBCIX - Performance Comparison
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MIOIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIOIX Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | -13.46% | 12.64% | 19.32% | 21.11% | -43.76% | -5.25% | 55.49% | 35.20% | -12.03% | 53.41% |
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, MIOIX achieves a -13.46% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, MIOIX has underperformed TBCIX with an annualized return of 8.15%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
MIOIX
- 1D
- -0.89%
- 1M
- -15.22%
- YTD
- -13.46%
- 6M
- -16.22%
- 1Y
- -4.66%
- 3Y*
- 6.44%
- 5Y*
- -5.59%
- 10Y*
- 8.15%
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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MIOIX vs. TBCIX - Expense Ratio Comparison
MIOIX has a 1.00% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MIOIX vs. TBCIX — Risk / Return Rank
MIOIX
TBCIX
MIOIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) 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.
| MIOIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.54 | -0.82 |
Sortino ratioReturn per unit of downside risk | -0.26 | 0.94 | -1.21 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.13 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | 0.50 | -0.91 |
Martin ratioReturn relative to average drawdown | -1.44 | 1.75 | -3.19 |
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
| MIOIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.54 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.44 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.69 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.66 | -0.25 |
Correlation
The correlation between MIOIX and TBCIX is 0.75, 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
MIOIX vs. TBCIX - Dividend Comparison
MIOIX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIOIX Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | 0.00% | 0.00% | 0.16% | 0.00% | 9.25% | 2.13% | 0.24% | 0.00% | 0.24% | 1.63% | 0.02% | 3.15% |
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
MIOIX vs. TBCIX - Drawdown Comparison
The maximum MIOIX drawdown since its inception was -60.88%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MIOIX and TBCIX.
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Drawdown Indicators
| MIOIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.88% | -43.26% | -17.62% |
Max Drawdown (1Y)Largest decline over 1 year | -18.50% | -16.96% | -1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -56.75% | -43.26% | -13.49% |
Max Drawdown (10Y)Largest decline over 10 years | -60.88% | -43.26% | -17.62% |
Current DrawdownCurrent decline from peak | -36.44% | -16.96% | -19.48% |
Average DrawdownAverage peak-to-trough decline | -15.69% | -8.15% | -7.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 4.87% | +0.32% |
Volatility
MIOIX vs. TBCIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) has a higher volatility of 8.78% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that MIOIX'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
| MIOIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.78% | 5.58% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.23% | 11.76% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 22.49% | -2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 23.88% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 22.69% | -0.79% |