TLGUX vs. MGKQX
TLGUX (Morgan Stanley Pathway Funds Large Cap Equity Fund) and MGKQX (Morgan Stanley Global Permanence Portfolio) are both mutual funds - TLGUX is a Large Cap Blend Equities fund managed by Morgan Stanley, while MGKQX is a Global Equities fund managed by Morgan Stanley. TLGUX charges 0.47%/yr vs 0.95%/yr for MGKQX.
Performance
TLGUX vs. MGKQX - Performance Comparison
Loading charts...
Returns By Period
TLGUX
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MGKQX
- 1D
- 0.00%
- 1M
- 0.66%
- 6M
- -3.62%
- YTD
- 1.49%
- 1Y
- -14.30%
- 3Y*
- 5.76%
- 5Y*
- 4.03%
- 10Y*
- —
TLGUX vs. MGKQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund | 0.00% | 0.00% |
MGKQX Morgan Stanley Global Permanence Portfolio | 1.49% | -0.99% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TLGUX vs. MGKQX — Risk / Return Rank
TLGUX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MGKQX
TLGUX vs. MGKQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Morgan Stanley Global Permanence Portfolio (MGKQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TLGUX | MGKQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.91 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.56 | — |
| Martin ratioReturn relative to average drawdown | — | -0.93 | — |
Loading charts...
Drawdowns
TLGUX vs. MGKQX - Drawdown Comparison
Loading charts...
Drawdown Indicators
| TLGUX | MGKQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -33.07% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -25.97% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.97% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.96% | — |
Current DrawdownCurrent decline from peak | — | -19.38% | — |
Average DrawdownAverage peak-to-trough decline | — | -8.74% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 15.42% | — |
Volatility
TLGUX vs. MGKQX - Volatility Comparison
Loading charts...
Volatility by Period
| TLGUX | MGKQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.73% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.04% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 25.99% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 23.93% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 23.70% | — |
TLGUX vs. MGKQX - Expense Ratio Comparison
TLGUX has a 0.47% expense ratio, which is lower than MGKQX's 0.95% expense ratio.
Dividends
TLGUX vs. MGKQX - Dividend Comparison
Neither TLGUX nor MGKQX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
MGKQX Morgan Stanley Global Permanence Portfolio | 0.00% | 0.00% | 21.29% | 5.29% | 1.80% | 16.33% | 0.74% |
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Find the right allocation for TLGUX and MGKQX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer