MMGPX vs. VIGIX
Compare and contrast key facts about Morgan Stanley Discovery Portfolio (MMGPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
MMGPX is managed by Morgan Stanley. It was launched on Apr 30, 2017. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
MMGPX vs. VIGIX - Performance Comparison
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MMGPX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMGPX Morgan Stanley Discovery Portfolio | -14.93% | 12.58% | 41.83% | 44.34% | -81.34% | -11.55% | 152.67% | 40.20% | 10.89% | 28.18% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -13.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 22.82% |
Returns By Period
In the year-to-date period, MMGPX achieves a -14.93% return, which is significantly lower than VIGIX's -13.83% return.
MMGPX
- 1D
- -1.27%
- 1M
- -9.08%
- YTD
- -14.93%
- 6M
- -23.43%
- 1Y
- 3.91%
- 3Y*
- 19.10%
- 5Y*
- -19.96%
- 10Y*
- —
VIGIX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.73%
- 3Y*
- 19.57%
- 5Y*
- 10.94%
- 10Y*
- 15.58%
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MMGPX vs. VIGIX - Expense Ratio Comparison
Both MMGPX and VIGIX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
MMGPX vs. VIGIX — Risk / Return Rank
MMGPX
VIGIX
MMGPX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Discovery Portfolio (MMGPX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| MMGPX | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.61 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.38 | 1.04 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.15 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.66 | -0.68 |
Martin ratioReturn relative to average drawdown | -0.05 | 2.38 | -2.43 |
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
| MMGPX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.61 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.44 | 0.49 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.43 | -0.29 |
Correlation
The correlation between MMGPX and VIGIX is 0.74, 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
MMGPX vs. VIGIX - Dividend Comparison
MMGPX's dividend yield for the trailing twelve months is around 0.50%, more than VIGIX's 0.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMGPX Morgan Stanley Discovery Portfolio | 0.50% | 0.43% | 0.00% | 0.00% | 0.00% | 64.53% | 7.93% | 15.63% | 28.02% | 0.00% | 0.00% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.47% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
MMGPX vs. VIGIX - Drawdown Comparison
The maximum MMGPX drawdown since its inception was -87.45%, which is greater than VIGIX's maximum drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for MMGPX and VIGIX.
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Drawdown Indicators
| MMGPX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.45% | -56.95% | -30.50% |
Max Drawdown (1Y)Largest decline over 1 year | -27.79% | -16.51% | -11.28% |
Max Drawdown (5Y)Largest decline over 5 years | -86.09% | -35.62% | -50.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.62% | — |
Current DrawdownCurrent decline from peak | -74.10% | -16.51% | -57.59% |
Average DrawdownAverage peak-to-trough decline | -38.69% | -16.36% | -22.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 4.56% | +6.55% |
Volatility
MMGPX vs. VIGIX - Volatility Comparison
Morgan Stanley Discovery Portfolio (MMGPX) has a higher volatility of 7.90% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 5.52%. This indicates that MMGPX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MMGPX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.90% | 5.52% | +2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 21.47% | 12.10% | +9.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.90% | 22.69% | +9.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.71% | 22.30% | +23.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.03% | 21.49% | +17.54% |