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 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
MSEQX vs. DODGX - Performance Comparison
Key characteristics
MSEQX:
2.00
DODGX:
0.93
MSEQX:
2.64
DODGX:
1.22
MSEQX:
1.33
DODGX:
1.19
MSEQX:
0.78
DODGX:
1.05
MSEQX:
9.40
DODGX:
3.37
MSEQX:
5.65%
DODGX:
3.57%
MSEQX:
26.60%
DODGX:
12.94%
MSEQX:
-78.57%
DODGX:
-67.34%
MSEQX:
-47.13%
DODGX:
-5.14%
Returns By Period
In the year-to-date period, MSEQX achieves a 7.49% return, which is significantly higher than DODGX's 5.93% return. Over the past 10 years, MSEQX has underperformed DODGX with an annualized return of 3.72%, while DODGX has yielded a comparatively higher 5.72% annualized return.
MSEQX
7.49%
0.55%
47.22%
52.40%
2.54%
3.72%
DODGX
5.93%
1.06%
1.52%
10.52%
8.50%
5.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.51%, less than DODGX's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | 0.51% | 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 | 1.40% | 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 7.89% compared to Dodge & Cox Stock Fund Class I (DODGX) at 2.71%. 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.