TLGUX vs. POGSX

Last updated Jun 24, 2026

TLGUX (Morgan Stanley Pathway Funds Large Cap Equity Fund) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. TLGUX charges 0.47%/yr vs 0.91%/yr for POGSX.

Performance

TLGUX vs. POGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Pin Oak Equity (POGSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

TLGUX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

POGSX

• 1D: -0.23%
• 1M: 0.62%
• YTD: 16.85%
• 6M: 15.45%
• 1Y: 36.96%
• 3Y*: 26.73%
• 5Y*: 11.94%
• 10Y*: 14.46%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. POGSX - Yearly Performance Comparison

	2026 (YTD)	2025
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund	0.00%	0.00%
POGSX Pin Oak Equity	16.85%	28.37%

Return for Risk

TLGUX vs. POGSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TLGUX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

POGSX

POGSX Risk / Return Rank: 87
POGSX Sharpe Ratio Rank: 81
POGSX Sortino Ratio Rank: 90
POGSX Omega Ratio Rank: 83
POGSX Calmar Ratio Rank: 92
POGSX Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TLGUX vs. POGSX - 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 Pin Oak Equity (POGSX). 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	POGSX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.45	—
Sortino ratio: Return per unit of downside risk	—	4.09	—
Omega ratio: Gain probability vs. loss probability	—	1.51	—
Calmar ratio: Return relative to maximum drawdown	—	4.66	—
Martin ratio: Return relative to average drawdown	—	16.75	—

Drawdowns

Drawdown Indicators

	TLGUX	POGSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-89.46%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.76%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.81%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.05%	—
Current Drawdown Current decline from peak	—	-1.00%	—
Average Drawdown Average peak-to-trough decline	—	-36.67%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.23%	—

Volatility

Volatility by Period

	TLGUX	POGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.89%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.87%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.32%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.79%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.55%	—

TLGUX vs. POGSX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than POGSX's 0.91% expense ratio.

Dividends

TLGUX vs. POGSX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while POGSX's dividend yield for the trailing twelve months is around 16.26%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POGSX Pin Oak Equity	16.26%	8.85%	17.87%	8.21%	0.15%	10.93%	4.60%	3.22%	2.94%	1.79%	2.03%	3.83%
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%