MSEQX vs. DODGX
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and Dodge & Cox Stock Fund Class I (DODGX).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEQX or DODGX.
Correlation
The correlation between MSEQX and DODGX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MSEQX vs. DODGX - Performance Comparison
Key characteristics
MSEQX:
0.43
DODGX:
-0.39
MSEQX:
0.77
DODGX:
-0.39
MSEQX:
1.10
DODGX:
0.94
MSEQX:
0.20
DODGX:
-0.35
MSEQX:
1.62
DODGX:
-1.41
MSEQX:
8.44%
DODGX:
4.36%
MSEQX:
31.59%
DODGX:
15.58%
MSEQX:
-78.57%
DODGX:
-67.34%
MSEQX:
-60.27%
DODGX:
-17.35%
Returns By Period
In the year-to-date period, MSEQX achieves a -19.23% return, which is significantly lower than DODGX's -7.71% return. Over the past 10 years, MSEQX has underperformed DODGX with an annualized return of 0.76%, while DODGX has yielded a comparatively higher 4.40% annualized return.
MSEQX
-19.23%
-13.77%
3.75%
14.05%
1.07%
0.76%
DODGX
-7.71%
-12.16%
-13.10%
-5.99%
13.00%
4.40%
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MSEQX vs. DODGX - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
MSEQX vs. DODGX — Risk-Adjusted Performance Rank
MSEQX
DODGX
MSEQX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and Dodge & Cox Stock Fund Class I (DODGX). 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
MSEQX vs. DODGX - Dividend Comparison
MSEQX's dividend yield for the trailing twelve months is around 0.68%, less than DODGX's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | 0.68% | 0.55% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% |
DODGX Dodge & Cox Stock Fund Class I | 1.64% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
MSEQX vs. DODGX - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -78.57%, which is greater than DODGX's maximum drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for MSEQX and DODGX. For additional features, visit the drawdowns tool.
Volatility
MSEQX vs. DODGX - Volatility Comparison
Morgan Stanley Growth Portfolio Class I (MSEQX) has a higher volatility of 16.88% compared to Dodge & Cox Stock Fund Class I (DODGX) at 8.80%. This indicates that MSEQX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.