MUOIX vs. TBCIX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
MUOIX is managed by T. Rowe Price. It was launched on May 27, 2016. TBCIX is managed by T. Rowe Price.
Performance
MUOIX vs. TBCIX - Performance Comparison
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MUOIX vs. TBCIX - 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 35.34% |
Returns By Period
In the year-to-date period, MUOIX achieves a -11.80% return, which is significantly higher than TBCIX's -14.54% return.
MUOIX
- 1D
- -0.13%
- 1M
- -8.18%
- YTD
- -11.80%
- 6M
- -10.56%
- 1Y
- 7.42%
- 3Y*
- 15.59%
- 5Y*
- 9.60%
- 10Y*
- —
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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MUOIX vs. TBCIX - Expense Ratio Comparison
MUOIX has a 0.80% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
MUOIX vs. TBCIX — Risk / Return Rank
MUOIX
TBCIX
MUOIX vs. TBCIX - 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 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.
| MUOIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.54 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.94 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.13 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.50 | -0.10 |
Martin ratioReturn relative to average drawdown | 1.54 | 1.75 | -0.21 |
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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.54 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.44 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.66 | -0.04 |
Correlation
The correlation between MUOIX and TBCIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MUOIX vs. TBCIX - Dividend Comparison
MUOIX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 6.09%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
MUOIX vs. TBCIX - Drawdown Comparison
The maximum MUOIX drawdown since its inception was -38.35%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for MUOIX and TBCIX.
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Drawdown Indicators
| MUOIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.35% | -43.26% | +4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -16.96% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -43.26% | +18.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -13.75% | -16.96% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -8.15% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 4.87% | -1.23% |
Volatility
MUOIX vs. TBCIX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) is 4.30%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that MUOIX experiences smaller price fluctuations and is considered to be less risky 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
| MUOIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.58% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 11.76% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.00% | 22.49% | -4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 23.88% | -5.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 22.69% | -2.46% |