DODGX vs. MSEQX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Morgan Stanley Growth Portfolio Class I (MSEQX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODGX or MSEQX.
Correlation
The correlation between DODGX and MSEQX is 0.70, 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
DODGX vs. MSEQX - Performance Comparison
Key characteristics
DODGX:
0.64
MSEQX:
1.70
DODGX:
0.86
MSEQX:
2.30
DODGX:
1.14
MSEQX:
1.29
DODGX:
0.70
MSEQX:
0.68
DODGX:
4.34
MSEQX:
8.23
DODGX:
1.88%
MSEQX:
5.67%
DODGX:
12.81%
MSEQX:
27.41%
DODGX:
-63.25%
MSEQX:
-78.57%
DODGX:
-11.67%
MSEQX:
-49.71%
Returns By Period
In the year-to-date period, DODGX achieves a 7.84% return, which is significantly lower than MSEQX's 49.95% return. Over the past 10 years, DODGX has outperformed MSEQX with an annualized return of 9.96%, while MSEQX has yielded a comparatively lower 3.88% annualized return.
DODGX
7.84%
-9.38%
-0.16%
9.77%
10.82%
9.96%
MSEQX
49.95%
3.90%
54.08%
51.69%
4.49%
3.88%
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DODGX vs. MSEQX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than MSEQX's 0.56% expense ratio.
Risk-Adjusted Performance
DODGX vs. MSEQX - Risk-Adjusted Performance Comparison
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.
Dividends
DODGX vs. MSEQX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 1.21%, while MSEQX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 1.21% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
MSEQX Morgan Stanley Growth Portfolio Class I | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.35% |
Drawdowns
DODGX vs. MSEQX - Drawdown Comparison
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.
Volatility
DODGX vs. MSEQX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund Class I (DODGX) is 7.53%, while Morgan Stanley Growth Portfolio Class I (MSEQX) has a volatility of 9.28%. 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.