MPAIX vs. SWLGX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
MPAIX is managed by T. Rowe Price. It was launched on Jun 30, 2008. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
MPAIX vs. SWLGX - Performance Comparison
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MPAIX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPAIX Morgan Stanley Institutional Fund, Inc. Advantage Portfolio | -15.92% | 18.96% | 36.20% | 46.28% | -54.25% | -4.91% | 74.81% | 29.09% | 2.07% | -0.92% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, MPAIX achieves a -15.92% return, which is significantly lower than SWLGX's -13.06% return.
MPAIX
- 1D
- 0.30%
- 1M
- -6.23%
- YTD
- -15.92%
- 6M
- -21.30%
- 1Y
- 7.34%
- 3Y*
- 18.67%
- 5Y*
- -2.28%
- 10Y*
- 10.73%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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MPAIX vs. SWLGX - Expense Ratio Comparison
MPAIX has a 0.85% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
MPAIX vs. SWLGX — Risk / Return Rank
MPAIX
SWLGX
MPAIX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| MPAIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.66 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.10 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.15 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.72 | -0.62 |
Martin ratioReturn relative to average drawdown | 0.24 | 2.51 | -2.27 |
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
| MPAIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.66 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.56 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Correlation
The correlation between MPAIX and SWLGX is 0.83, 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
MPAIX vs. SWLGX - Dividend Comparison
MPAIX's dividend yield for the trailing twelve months is around 0.03%, less than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPAIX Morgan Stanley Institutional Fund, Inc. Advantage Portfolio | 0.03% | 0.03% | 1.50% | 0.00% | 28.33% | 23.18% | 5.16% | 3.77% | 4.54% | 7.43% | 2.17% | 8.89% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPAIX vs. SWLGX - Drawdown Comparison
The maximum MPAIX drawdown since its inception was -64.09%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for MPAIX and SWLGX.
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Drawdown Indicators
| MPAIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -32.69% | -31.40% |
Max Drawdown (1Y)Largest decline over 1 year | -24.12% | -16.16% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -64.09% | -32.69% | -31.40% |
Max Drawdown (10Y)Largest decline over 10 years | -64.09% | — | — |
Current DrawdownCurrent decline from peak | -24.56% | -16.16% | -8.40% |
Average DrawdownAverage peak-to-trough decline | -13.49% | -7.13% | -6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.30% | 4.62% | +4.68% |
Volatility
MPAIX vs. SWLGX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) has a higher volatility of 7.04% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that MPAIX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPAIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 5.38% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 19.00% | 11.82% | +7.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.10% | 22.31% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.46% | 21.47% | +13.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.33% | 22.78% | +6.55% |