MSIF vs. MSSGX
MSIF (MSC Income Fund, Inc.) is a stock, while MSSGX (Morgan Stanley Institutional Fund, Inc. Inception Portfolio) is Small Cap Growth Equities fund managed by T. Rowe Price. Over the past year, MSIF returned -27.26% vs 6.44% for MSSGX. At a 0.38 correlation, their price movements are largely independent.
Performance
MSIF vs. MSSGX - Performance Comparison
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Returns By Period
In the year-to-date period, MSIF achieves a -11.31% return, which is significantly lower than MSSGX's 4.24% return.
MSIF
- 1D
- -4.15%
- 1M
- -4.15%
- YTD
- -11.31%
- 6M
- -11.08%
- 1Y
- -27.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSSGX
- 1D
- 2.52%
- 1M
- -0.18%
- YTD
- 4.24%
- 6M
- -1.76%
- 1Y
- 6.44%
- 3Y*
- 14.26%
- 5Y*
- -8.91%
- 10Y*
- 15.50%
MSIF vs. MSSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSIF MSC Income Fund, Inc. | -11.31% | -6.00% |
MSSGX Morgan Stanley Institutional Fund, Inc. Inception Portfolio | 4.24% | -3.03% |
Correlation
The correlation between MSIF and MSSGX is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2025 | 0.38 |
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Return for Risk
MSIF vs. MSSGX — Risk / Return Rank
MSIF
MSSGX
MSIF vs. MSSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MSC Income Fund, Inc. (MSIF) and Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSIF | MSSGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.96 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.06 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -1.02 | 0.19 | -1.21 |
| Martin ratioReturn relative to average drawdown | -1.58 | 0.41 | -1.99 |
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Drawdowns
MSIF vs. MSSGX - Drawdown Comparison
The maximum MSIF drawdown since its inception was -30.63%, smaller than the maximum MSSGX drawdown of -76.01%. Use the drawdown chart below to compare losses from any high point for MSIF and MSSGX.
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Drawdown Indicators
| MSIF | MSSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.63% | -76.01% | +45.38% |
Max Drawdown (1Y)Largest decline over 1 year | -26.92% | -32.84% | +5.92% |
Max Drawdown (3Y)Largest decline over 3 years | — | -32.84% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -73.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.01% | — |
Current DrawdownCurrent decline from peak | -30.01% | -47.01% | +17.00% |
Average DrawdownAverage peak-to-trough decline | -16.70% | -22.21% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.30% | 15.71% | +2.59% |
Volatility
MSIF vs. MSSGX - Volatility Comparison
The current volatility for MSC Income Fund, Inc. (MSIF) is 8.29%, while Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) has a volatility of 10.82%. This indicates that MSIF experiences smaller price fluctuations and is considered to be less risky than MSSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSIF | MSSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 10.82% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 18.76% | 23.24% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.04% | 30.68% | -3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.50% | 37.99% | -8.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.50% | 33.80% | -4.30% |
Dividends
MSIF vs. MSSGX - Dividend Comparison
MSIF's dividend yield for the trailing twelve months is around 12.73%, while MSSGX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSIF MSC Income Fund, Inc. | 12.73% | 10.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSSGX Morgan Stanley Institutional Fund, Inc. Inception Portfolio | 0.00% | 0.00% | 0.99% | 0.00% | 0.39% | 24.63% | 9.61% | 34.65% | 14.40% | 47.33% | 3.32% | 8.67% |
Frequently Asked Questions
MSIF and MSSGX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSSGX has higher volatility (10.82%) compared to MSIF (8.29%). In terms of maximum drawdown, MSIF dropped -30.63% vs MSSGX's -76.01%.
MSSGX currently has the higher Sharpe Ratio (0.21 vs -1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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