MUOIX vs. TRBCX
Compare and contrast key facts about Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
MUOIX is managed by T. Rowe Price. It was launched on May 27, 2016. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUOIX or TRBCX.
Correlation
The correlation between MUOIX and TRBCX 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.
Performance
MUOIX vs. TRBCX - Performance Comparison
Key characteristics
MUOIX:
1.71
TRBCX:
1.59
MUOIX:
2.34
TRBCX:
2.16
MUOIX:
1.31
TRBCX:
1.29
MUOIX:
2.24
TRBCX:
2.22
MUOIX:
8.74
TRBCX:
8.38
MUOIX:
2.76%
TRBCX:
3.41%
MUOIX:
14.06%
TRBCX:
18.03%
MUOIX:
-38.35%
TRBCX:
-54.56%
MUOIX:
-0.93%
TRBCX:
-1.10%
Returns By Period
In the year-to-date period, MUOIX achieves a 4.69% return, which is significantly higher than TRBCX's 3.91% return.
MUOIX
4.69%
1.81%
9.20%
25.09%
15.00%
N/A
TRBCX
3.91%
1.17%
13.15%
30.29%
13.88%
14.63%
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MUOIX vs. TRBCX - Expense Ratio Comparison
MUOIX has a 0.80% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
MUOIX vs. TRBCX — Risk-Adjusted Performance Rank
MUOIX
TRBCX
MUOIX vs. TRBCX - 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 T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.
Dividends
MUOIX vs. TRBCX - Dividend Comparison
MUOIX's dividend yield for the trailing twelve months is around 0.07%, less than TRBCX's 8.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUOIX Morgan Stanley Institutional Fund, Inc. US Core Portfolio | 0.07% | 0.08% | 0.33% | 0.16% | 0.04% | 0.00% | 0.65% | 0.50% | 0.48% | 0.97% | 0.00% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.74% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
MUOIX vs. TRBCX - Drawdown Comparison
The maximum MUOIX drawdown since its inception was -38.35%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for MUOIX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
MUOIX vs. TRBCX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) is 3.63%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.13%. This indicates that MUOIX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.