Correlation
The correlation between MSSGX and PIMIX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
MSSGX vs. PIMIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) and PIMCO Income Fund Institutional Class (PIMIX).
MSSGX is managed by T. Rowe Price. It was launched on Nov 1, 1989. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSSGX or PIMIX.
Performance
MSSGX vs. PIMIX - Performance Comparison
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Key characteristics
MSSGX:
1.19
PIMIX:
1.93
MSSGX:
1.77
PIMIX:
2.87
MSSGX:
1.22
PIMIX:
1.38
MSSGX:
0.61
PIMIX:
2.84
MSSGX:
4.17
PIMIX:
8.31
MSSGX:
10.00%
PIMIX:
0.96%
MSSGX:
35.32%
PIMIX:
4.14%
MSSGX:
-76.02%
PIMIX:
-13.39%
MSSGX:
-50.56%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, MSSGX achieves a -1.70% return, which is significantly lower than PIMIX's 3.06% return. Over the past 10 years, MSSGX has outperformed PIMIX with an annualized return of 10.79%, while PIMIX has yielded a comparatively lower 4.29% annualized return.
MSSGX
-1.70%
2.16%
-5.77%
42.59%
14.96%
8.54%
10.79%
PIMIX
3.06%
-0.09%
2.24%
7.18%
5.30%
4.27%
4.29%
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MSSGX vs. PIMIX - Expense Ratio Comparison
MSSGX has a 1.04% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
MSSGX vs. PIMIX — Risk-Adjusted Performance Rank
MSSGX
PIMIX
MSSGX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
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Dividends
MSSGX vs. PIMIX - Dividend Comparison
MSSGX's dividend yield for the trailing twelve months is around 1.01%, less than PIMIX's 5.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSSGX Morgan Stanley Institutional Fund, Inc. Inception Portfolio | 1.01% | 0.99% | 0.00% | 0.39% | 24.63% | 9.61% | 17.32% | 14.40% | 47.33% | 3.33% | 8.82% | 11.82% |
PIMIX PIMCO Income Fund Institutional Class | 5.70% | 6.27% | 6.73% | 6.39% | 4.02% | 4.84% | 5.82% | 5.64% | 5.39% | 5.57% | 7.93% | 6.53% |
Drawdowns
MSSGX vs. PIMIX - Drawdown Comparison
The maximum MSSGX drawdown since its inception was -76.02%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for MSSGX and PIMIX.
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Volatility
MSSGX vs. PIMIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) has a higher volatility of 7.57% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.32%. This indicates that MSSGX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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