MLNIX vs. TBCIX

Last updated Apr 1, 2026

Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio (MLNIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).

MLNIX is managed by T. Rowe Price. It was launched on May 26, 2016. TBCIX is managed by T. Rowe Price.

Performance

MLNIX vs. TBCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio (MLNIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). The values are adjusted to include any dividend payments, if applicable.

MLNIX vs. TBCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MLNIX Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio	-12.75%	17.59%	32.90%	18.42%	-22.28%	17.75%	23.52%	33.11%	-14.62%	21.09%
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%	35.34%

Returns By Period

In the year-to-date period, MLNIX achieves a -12.75% return, which is significantly higher than TBCIX's -14.54% return.

MLNIX

• 1D: -0.13%
• 1M: -11.31%
• YTD: -12.75%
• 6M: -14.76%
• 1Y: 4.42%
• 3Y*: 14.94%
• 5Y*: 7.01%
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MLNIX vs. TBCIX - Expense Ratio Comparison

MLNIX has a 1.00% expense ratio, which is higher than TBCIX's 0.56% expense ratio.

MLNIX

Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio

TBCIX

T. Rowe Price Blue Chip Growth Fund I Class

Return for Risk

MLNIX vs. TBCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MLNIX

MLNIX Risk / Return Rank: 10
MLNIX Sharpe Ratio Rank: 10
MLNIX Sortino Ratio Rank: 10
MLNIX Omega Ratio Rank: 10
MLNIX Calmar Ratio Rank: 9
MLNIX Martin Ratio Rank: 9

TBCIX

TBCIX Risk / Return Rank: 21
TBCIX Sharpe Ratio Rank: 22
TBCIX Sortino Ratio Rank: 25
TBCIX Omega Ratio Rank: 24
TBCIX Calmar Ratio Rank: 17
TBCIX Martin Ratio Rank: 17

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MLNIX vs. TBCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio (MLNIX) 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.

	MLNIX	TBCIX	Difference
Sharpe ratio Return per unit of total volatility	0.22	0.54	-0.31
Sortino ratio Return per unit of downside risk	0.45	0.94	-0.49
Omega ratio Gain probability vs. loss probability	1.06	1.13	-0.07
Calmar ratio Return relative to maximum drawdown	0.15	0.50	-0.35
Martin ratio Return relative to average drawdown	0.57	1.75	-1.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MLNIX vs. TBCIX - Sharpe Ratio Comparison

The current MLNIX Sharpe Ratio is 0.22, which is lower than the TBCIX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of MLNIX and TBCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MLNIX	TBCIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.22	0.54	-0.31
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.37	0.44	-0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.69	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.66	-0.14

Correlation

The correlation between MLNIX and TBCIX is 0.84, 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

MLNIX vs. TBCIX - Dividend Comparison

MLNIX's dividend yield for the trailing twelve months is around 2.15%, less than TBCIX's 6.09% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
MLNIX Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio	2.15%	1.88%	0.20%	0.79%	0.30%	3.80%	0.00%	1.11%	0.72%	0.30%	0.00%
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%

Drawdowns

MLNIX vs. TBCIX - Drawdown Comparison

The maximum MLNIX drawdown since its inception was -34.79%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MLNIX and TBCIX.

Drawdown Indicators

	MLNIX	TBCIX	Difference
Max Drawdown Largest peak-to-trough decline	-34.79%	-43.26%	+8.47%
Max Drawdown (1Y) Largest decline over 1 year	-16.10%	-16.96%	+0.86%
Max Drawdown (5Y) Largest decline over 5 years	-31.85%	-43.26%	+11.41%
Max Drawdown (10Y) Largest decline over 10 years	—	-43.26%	—
Current Drawdown Current decline from peak	-16.10%	-16.96%	+0.86%
Average Drawdown Average peak-to-trough decline	-8.10%	-8.15%	+0.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.21%	4.87%	-0.66%

Volatility

MLNIX vs. TBCIX - Volatility Comparison

Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio (MLNIX) has a higher volatility of 6.06% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that MLNIX'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.

Volatility by Period

	MLNIX	TBCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.06%	5.58%	+0.48%
Volatility (6M) Calculated over the trailing 6-month period	11.64%	11.76%	-0.12%
Volatility (1Y) Calculated over the trailing 1-year period	19.18%	22.49%	-3.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.25%	23.88%	-4.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.22%	22.69%	-2.47%