MPAIX vs. TBCIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MPAIX is managed by T. Rowe Price. It was launched on Jun 30, 2008. TBCIX is managed by T. Rowe Price.
Performance
MPAIX vs. TBCIX - Performance Comparison
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MPAIX vs. TBCIX - 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% | 32.08% |
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, MPAIX achieves a -15.92% return, which is significantly lower than TBCIX's -14.54% return. Over the past 10 years, MPAIX has underperformed TBCIX with an annualized return of 10.73%, while TBCIX has yielded a comparatively higher 15.65% annualized 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%
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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MPAIX vs. TBCIX - Expense Ratio Comparison
MPAIX has a 0.85% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MPAIX vs. TBCIX — Risk / Return Rank
MPAIX
TBCIX
MPAIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) 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.
| MPAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.54 | -0.33 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.94 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.50 | -0.41 |
Martin ratioReturn relative to average drawdown | 0.24 | 1.75 | -1.50 |
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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.54 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.44 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.69 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.66 | -0.25 |
Correlation
The correlation between MPAIX and TBCIX 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. TBCIX - Dividend Comparison
MPAIX's dividend yield for the trailing twelve months is around 0.03%, less than TBCIX's 6.09% 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% |
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
MPAIX vs. TBCIX - Drawdown Comparison
The maximum MPAIX drawdown since its inception was -64.09%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MPAIX and TBCIX.
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Drawdown Indicators
| MPAIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -43.26% | -20.83% |
Max Drawdown (1Y)Largest decline over 1 year | -24.12% | -16.96% | -7.16% |
Max Drawdown (5Y)Largest decline over 5 years | -64.09% | -43.26% | -20.83% |
Max Drawdown (10Y)Largest decline over 10 years | -64.09% | -43.26% | -20.83% |
Current DrawdownCurrent decline from peak | -24.56% | -16.96% | -7.60% |
Average DrawdownAverage peak-to-trough decline | -13.49% | -8.15% | -5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.30% | 4.87% | +4.43% |
Volatility
MPAIX vs. TBCIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MPAIX) has a higher volatility of 7.04% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that MPAIX'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
| MPAIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 5.58% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 19.00% | 11.76% | +7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.10% | 22.49% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.46% | 23.88% | +11.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.33% | 22.69% | +6.64% |