DODGX vs. MSEQX

In the year-to-date period, DODGX achieves a 19.00% return, which is significantly lower than MSEQX's 35.92% return. Over the past 10 years, DODGX has outperformed MSEQX with an annualized return of 11.25%, while MSEQX has yielded a comparatively lower 2.42% annualized return.

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DODGX has a 0.51% expense ratio, which is lower than MSEQX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Morgan Stanley Growth Portfolio Class I (MSEQX). 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.

The current DODGX Sharpe Ratio is 2.65, which is comparable to the MSEQX Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of DODGX and MSEQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DODGX's dividend yield for the trailing twelve months is around 1.41%, while MSEQX has not paid dividends to shareholders.

The maximum DODGX drawdown since its inception was -63.25%, smaller than the maximum MSEQX drawdown of -78.57%. Use the drawdown chart below to compare losses from any high point for DODGX and MSEQX. For additional features, visit the drawdowns tool.

The current volatility for Dodge & Cox Stock Fund Class I (DODGX) is 4.25%, while Morgan Stanley Growth Portfolio Class I (MSEQX) has a volatility of 9.48%. This indicates that DODGX experiences smaller price fluctuations and is considered to be less risky than MSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.