MSIQX vs. TBCIX
MSIQX (Morgan Stanley Institutional Fund, Inc. International Equity Portfolio) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - MSIQX is a Foreign Large Cap Equities fund managed by T. Rowe Price, while TBCIX is a Large Cap Growth Equities fund managed by T. Rowe Price. Over the past 10 years, MSIQX returned 0.73%/yr vs 17.93%/yr for TBCIX. A 0.62 correlation means they provide meaningful diversification when combined. MSIQX charges 0.95%/yr vs 0.56%/yr for TBCIX.
Performance
MSIQX vs. TBCIX - Performance Comparison
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Returns By Period
In the year-to-date period, MSIQX achieves a 7.19% return, which is significantly higher than TBCIX's 5.54% return. Over the past 10 years, MSIQX has underperformed TBCIX with an annualized return of 0.73%, while TBCIX has yielded a comparatively higher 17.93% annualized return.
MSIQX
- 1D
- 0.56%
- 1M
- 3.62%
- YTD
- 7.19%
- 6M
- -40.83%
- 1Y
- -38.17%
- 3Y*
- -8.75%
- 5Y*
- -6.78%
- 10Y*
- 0.73%
TBCIX
- 1D
- -0.69%
- 1M
- 5.17%
- YTD
- 5.54%
- 6M
- 5.71%
- 1Y
- 22.23%
- 3Y*
- 29.00%
- 5Y*
- 14.09%
- 10Y*
- 17.93%
MSIQX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSIQX Morgan Stanley Institutional Fund, Inc. International Equity Portfolio | 7.19% | -33.40% | 2.70% | 16.86% | -14.24% | 4.11% | 11.43% | 20.49% | -13.92% | 25.18% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Correlation
The correlation between MSIQX and TBCIX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.62 |
The correlation between MSIQX and TBCIX has been stable across timeframes, ranging from 0.55 to 0.62 - a consistent structural relationship.
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Return for Risk
MSIQX vs. TBCIX — Risk / Return Rank
MSIQX
TBCIX
MSIQX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) 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.
| MSIQX | TBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -2.75 | ||
| Omega ratioGain probability vs. loss probability | 0.75 | 1.26 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | 1.36 | -2.14 |
| Martin ratioReturn relative to average drawdown | -1.28 | 4.57 | -5.85 |
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
| MSIQX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.80 | 1.47 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.59 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.79 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.76 | -0.45 |
Drawdowns
MSIQX vs. TBCIX - Drawdown Comparison
The maximum MSIQX drawdown since its inception was -56.18%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MSIQX and TBCIX.
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Drawdown Indicators
| MSIQX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.18% | -43.26% | -12.92% |
Max Drawdown (1Y)Largest decline over 1 year | -49.39% | -16.96% | -32.43% |
Max Drawdown (3Y)Largest decline over 3 years | -56.18% | -23.06% | -33.12% |
Max Drawdown (5Y)Largest decline over 5 years | -56.18% | -43.26% | -12.92% |
Max Drawdown (10Y)Largest decline over 10 years | -56.18% | -43.26% | -12.92% |
Current DrawdownCurrent decline from peak | -49.97% | -0.69% | -49.28% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -8.07% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.26% | 5.01% | +25.25% |
Volatility
MSIQX vs. TBCIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. International Equity Portfolio (MSIQX) has a higher volatility of 4.55% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 3.57%. This indicates that MSIQX'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
| MSIQX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 3.57% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 62.65% | 12.01% | +50.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.41% | 15.64% | +32.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.99% | 23.91% | +10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.76% | 22.76% | +4.00% |
MSIQX vs. TBCIX - Expense Ratio Comparison
MSIQX has a 0.95% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Dividends
MSIQX vs. TBCIX - Dividend Comparison
MSIQX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 4.93%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSIQX Morgan Stanley Institutional Fund, Inc. International Equity Portfolio | 0.00% | 0.00% | 40.18% | 4.40% | 7.56% | 10.56% | 1.36% | 10.14% | 14.89% | 1.91% | 1.07% | 2.89% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 4.93% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Frequently Asked Questions
MSIQX and TBCIX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSIQX has higher volatility (4.55%) compared to TBCIX (3.57%). In terms of maximum drawdown, MSIQX dropped -56.18% vs TBCIX's -43.26%.
TBCIX currently has the higher Sharpe Ratio (1.47 vs -0.80), 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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