MPEGX vs. VMGRX
Compare and contrast key facts about Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) and Vanguard Mid-Cap Growth Fund (VMGRX).
MPEGX is managed by Morgan Stanley. It was launched on Mar 30, 1990. VMGRX is managed by Vanguard. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPEGX or VMGRX.
Correlation
The correlation between MPEGX and VMGRX is 0.89, 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.
Performance
MPEGX vs. VMGRX - Performance Comparison
Key characteristics
MPEGX:
1.87
VMGRX:
1.27
MPEGX:
2.49
VMGRX:
1.77
MPEGX:
1.30
VMGRX:
1.22
MPEGX:
0.70
VMGRX:
0.50
MPEGX:
9.46
VMGRX:
5.60
MPEGX:
5.45%
VMGRX:
3.72%
MPEGX:
27.52%
VMGRX:
16.46%
MPEGX:
-81.60%
VMGRX:
-72.00%
MPEGX:
-59.16%
VMGRX:
-28.96%
Returns By Period
In the year-to-date period, MPEGX achieves a 1.11% return, which is significantly lower than VMGRX's 1.23% return. Over the past 10 years, MPEGX has underperformed VMGRX with an annualized return of -5.58%, while VMGRX has yielded a comparatively higher 1.87% annualized return.
MPEGX
1.11%
-5.01%
33.56%
54.24%
0.99%
-5.58%
VMGRX
1.23%
-3.82%
8.74%
20.88%
0.13%
1.87%
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MPEGX vs. VMGRX - Expense Ratio Comparison
MPEGX has a 0.72% expense ratio, which is higher than VMGRX's 0.33% expense ratio.
Risk-Adjusted Performance
MPEGX vs. VMGRX — Risk-Adjusted Performance Rank
MPEGX
VMGRX
MPEGX vs. VMGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) and Vanguard Mid-Cap Growth Fund (VMGRX). 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.
Dividends
MPEGX vs. VMGRX - Dividend Comparison
MPEGX has not paid dividends to shareholders, while VMGRX's dividend yield for the trailing twelve months is around 1.78%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPEGX Morgan Stanley Institutional Fund Trust Discovery Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% |
VMGRX Vanguard Mid-Cap Growth Fund | 1.78% | 1.80% | 0.39% | 0.26% | 0.02% | 0.15% | 0.25% | 0.44% | 0.36% | 0.67% | 0.31% | 0.16% |
Drawdowns
MPEGX vs. VMGRX - Drawdown Comparison
The maximum MPEGX drawdown since its inception was -81.60%, which is greater than VMGRX's maximum drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for MPEGX and VMGRX. For additional features, visit the drawdowns tool.
Volatility
MPEGX vs. VMGRX - Volatility Comparison
Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) has a higher volatility of 8.49% compared to Vanguard Mid-Cap Growth Fund (VMGRX) at 6.02%. This indicates that MPEGX's price experiences larger fluctuations and is considered to be riskier than VMGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.