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:
1.86
DODGX:
0.83
MSEQX:
2.50
DODGX:
1.09
MSEQX:
1.31
DODGX:
1.18
MSEQX:
0.73
DODGX:
0.91
MSEQX:
8.83
DODGX:
5.07
MSEQX:
5.68%
DODGX:
2.09%
MSEQX:
27.05%
DODGX:
12.77%
MSEQX:
-78.57%
DODGX:
-63.25%
MSEQX:
-49.21%
DODGX:
-10.13%
Returns By Period
In the year-to-date period, MSEQX achieves a 51.43% return, which is significantly higher than DODGX's 9.73% return. Over the past 10 years, MSEQX has underperformed DODGX with an annualized return of 3.96%, while DODGX has yielded a comparatively higher 10.09% annualized return.
MSEQX
51.43%
-0.07%
54.94%
50.37%
4.53%
3.96%
DODGX
9.73%
-9.25%
0.53%
10.20%
11.09%
10.09%
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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 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 has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DODGX Dodge & Cox Stock Fund Class I | 1.19% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
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 -63.25%. 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 8.57% compared to Dodge & Cox Stock Fund Class I (DODGX) at 7.68%. 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.