Correlation
The correlation between MUOIX and PIMIX is 0.30, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUOIX or PIMIX.
Performance
MUOIX vs. PIMIX - Performance Comparison
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Key characteristics
MUOIX:
0.64
PIMIX:
1.93
MUOIX:
0.94
PIMIX:
2.87
MUOIX:
1.13
PIMIX:
1.38
MUOIX:
0.63
PIMIX:
2.84
MUOIX:
2.17
PIMIX:
8.31
MUOIX:
5.35%
PIMIX:
0.96%
MUOIX:
20.07%
PIMIX:
4.14%
MUOIX:
-38.35%
PIMIX:
-13.39%
MUOIX:
-2.78%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, MUOIX achieves a 2.74% return, which is significantly lower than PIMIX's 3.06% return.
MUOIX
2.74%
6.51%
-1.22%
12.09%
13.58%
17.08%
N/A
PIMIX
3.06%
-0.09%
2.24%
7.18%
5.30%
4.27%
4.29%
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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.
Risk-Adjusted Performance
MUOIX vs. PIMIX — Risk-Adjusted Performance Rank
MUOIX
PIMIX
MUOIX vs. PIMIX - Risk-Adjusted Performance 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.
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Dividends
MUOIX vs. PIMIX - Dividend Comparison
MUOIX's dividend yield for the trailing twelve months is around 0.08%, less than PIMIX's 5.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUOIX Morgan Stanley Institutional Fund, Inc. US Core Portfolio | 0.08% | 0.08% | 0.33% | 0.21% | 0.04% | 0.30% | 1.35% | 1.51% | 0.48% | 0.97% | 0.00% | 0.00% |
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
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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Volatility
MUOIX vs. PIMIX - Volatility Comparison
Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) has a higher volatility of 4.29% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.32%. 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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