MSFAX vs. TBCIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio (MSFAX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MSFAX is managed by T. Rowe Price. It was launched on Nov 27, 2001. TBCIX is managed by T. Rowe Price.
Performance
MSFAX vs. TBCIX - Performance Comparison
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MSFAX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSFAX Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio | -13.49% | -11.65% | 8.94% | 16.41% | -17.26% | 21.89% | 13.24% | 34.63% | -1.66% | 24.68% |
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, MSFAX achieves a -13.49% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, MSFAX has underperformed TBCIX with an annualized return of 6.27%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
MSFAX
- 1D
- 1.14%
- 1M
- -9.24%
- YTD
- -13.49%
- 6M
- -26.38%
- 1Y
- -25.95%
- 3Y*
- -3.04%
- 5Y*
- -0.71%
- 10Y*
- 6.27%
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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MSFAX vs. TBCIX - Expense Ratio Comparison
MSFAX has a 0.92% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MSFAX vs. TBCIX — Risk / Return Rank
MSFAX
TBCIX
MSFAX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio (MSFAX) 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.
| MSFAX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.33 | 0.54 | -1.87 |
Sortino ratioReturn per unit of downside risk | -1.68 | 0.94 | -2.63 |
Omega ratioGain probability vs. loss probability | 0.72 | 1.13 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | -0.86 | 0.50 | -1.36 |
Martin ratioReturn relative to average drawdown | -2.10 | 1.75 | -3.85 |
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
| MSFAX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.33 | 0.54 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.44 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.69 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.07 |
Correlation
The correlation between MSFAX and TBCIX is 0.71, 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
MSFAX vs. TBCIX - Dividend Comparison
MSFAX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 6.09%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFAX Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio | 0.00% | 0.00% | 11.85% | 1.96% | 1.69% | 2.75% | 3.48% | 8.23% | 5.76% | 3.72% | 3.11% | 4.75% |
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
MSFAX vs. TBCIX - Drawdown Comparison
The maximum MSFAX drawdown since its inception was -43.81%, roughly equal to the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MSFAX and TBCIX.
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Drawdown Indicators
| MSFAX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.81% | -43.26% | -0.55% |
Max Drawdown (1Y)Largest decline over 1 year | -30.00% | -16.96% | -13.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.89% | -43.26% | +9.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.89% | -43.26% | +9.37% |
Current DrawdownCurrent decline from peak | -33.13% | -16.96% | -16.17% |
Average DrawdownAverage peak-to-trough decline | -5.69% | -8.15% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.30% | 4.87% | +7.43% |
Volatility
MSFAX vs. TBCIX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio (MSFAX) is 4.10%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that MSFAX experiences smaller price fluctuations and is considered to be less risky 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
| MSFAX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 5.58% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 11.76% | +3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.24% | 22.49% | -3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 23.88% | -6.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 22.69% | -5.79% |