MUOIX vs. PIMIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) and PIMCO Income Fund Institutional Class (PIMIX).
MUOIX is managed by T. Rowe Price. It was launched on May 27, 2016. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
MUOIX vs. PIMIX - Performance Comparison
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MUOIX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUOIX Morgan Stanley Institutional Fund, Inc. US Core Portfolio | -11.80% | 16.48% | 28.61% | 18.07% | -20.21% | 35.99% | 24.20% | 36.01% | -11.00% | 17.98% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, MUOIX achieves a -11.80% return, which is significantly lower than PIMIX's -1.36% return.
MUOIX
- 1D
- -0.13%
- 1M
- -8.18%
- YTD
- -11.80%
- 6M
- -10.56%
- 1Y
- 7.42%
- 3Y*
- 15.59%
- 5Y*
- 9.60%
- 10Y*
- —
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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MUOIX vs. PIMIX - Expense Ratio Comparison
MUOIX has a 0.80% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Return for Risk
MUOIX vs. PIMIX — Risk / Return Rank
MUOIX
PIMIX
MUOIX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) 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.
| MUOIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.56 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.75 | 2.25 | -1.50 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.29 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.87 | -1.47 |
Martin ratioReturn relative to average drawdown | 1.54 | 7.56 | -6.02 |
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
| MUOIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.56 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.72 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.56 | -0.93 |
Correlation
The correlation between MUOIX and PIMIX is 0.26, 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.
Dividends
MUOIX vs. PIMIX - Dividend Comparison
MUOIX has not paid dividends to shareholders, while PIMIX's dividend yield for the trailing twelve months is around 5.57%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUOIX Morgan Stanley Institutional Fund, Inc. US Core Portfolio | 0.00% | 0.00% | 0.08% | 0.32% | 0.21% | 0.04% | 0.30% | 1.35% | 1.50% | 0.49% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
MUOIX vs. PIMIX - Drawdown Comparison
The maximum MUOIX drawdown since its inception was -38.35%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for MUOIX and PIMIX.
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Drawdown Indicators
| MUOIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.35% | -13.39% | -24.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -3.69% | -10.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -13.34% | -11.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.39% | — |
Current DrawdownCurrent decline from peak | -13.75% | -3.24% | -10.51% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -1.69% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 0.92% | +2.72% |
Volatility
MUOIX vs. PIMIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) has a higher volatility of 4.30% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.88%. This indicates that MUOIX'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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Volatility by Period
| MUOIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.88% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 2.64% | +7.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.00% | 4.28% | +13.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 4.75% | +13.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 4.20% | +16.03% |