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 -22.23% vs 3.24% for MSSGX. At a 0.37 correlation, their price movements are largely independent.
Performance
MSIF vs. MSSGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSIF achieves a -9.21% return, which is significantly lower than MSSGX's 7.49% return.
MSIF
- 1D
- -2.05%
- 1M
- -3.19%
- 6M
- -9.28%
- YTD
- -9.21%
- 1Y
- -22.23%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSSGX
- 1D
- -1.60%
- 1M
- 4.87%
- 6M
- 2.01%
- YTD
- 7.49%
- 1Y
- 3.24%
- 3Y*
- 13.40%
- 5Y*
- -8.65%
- 10Y*
- 15.52%
MSIF vs. MSSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSIF MSC Income Fund, Inc. | -9.21% | -6.00% |
MSSGX Morgan Stanley Institutional Fund, Inc. Inception Portfolio | 7.49% | -3.03% |
Correlation
The correlation between MSIF and MSSGX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2025 | 0.37 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.03 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 0.04 | -0.87 |
| Martin ratioReturn relative to average drawdown | -1.22 | 0.08 | -1.31 |
Loading charts...
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.
Loading charts...
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 | — | -71.20% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.01% | — |
Current DrawdownCurrent decline from peak | -28.35% | -45.36% | +17.01% |
Average DrawdownAverage peak-to-trough decline | -17.14% | -22.25% | +5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.18% | 16.02% | +2.16% |
Volatility
MSIF vs. MSSGX - Volatility Comparison
MSC Income Fund, Inc. (MSIF) and Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) have volatilities of 7.58% and 7.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSIF | MSSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 7.37% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 18.23% | 23.12% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.93% | 30.59% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.24% | 38.02% | -8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.24% | 33.75% | -4.51% |
Dividends
MSIF vs. MSSGX - Dividend Comparison
MSIF's dividend yield for the trailing twelve months is around 10.37%, 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. | 10.37% | 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 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSIF has higher volatility (7.58%) compared to MSSGX (7.37%). In terms of maximum drawdown, MSIF dropped -30.63% vs MSSGX's -76.01%.
MSSGX currently has the higher Sharpe Ratio (0.04 vs -0.83), 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.
Find the right allocation for MSIF and MSSGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer