SEQUX vs. DODGX
Compare and contrast key facts about Sequoia Fund (SEQUX) and Dodge & Cox Stock Fund Class I (DODGX).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
SEQUX vs. DODGX - Performance Comparison
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SEQUX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | -11.04% | 22.01% | 20.77% | 27.83% | -30.61% | 25.35% | 23.54% | 29.18% | -3.09% | 20.04% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, SEQUX achieves a -11.04% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, SEQUX has underperformed DODGX with an annualized return of 10.90%, while DODGX has yielded a comparatively higher 12.55% annualized return.
SEQUX
- 1D
- 2.43%
- 1M
- -8.69%
- YTD
- -11.04%
- 6M
- -11.20%
- 1Y
- 3.21%
- 3Y*
- 16.52%
- 5Y*
- 5.74%
- 10Y*
- 10.90%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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SEQUX vs. DODGX - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Return for Risk
SEQUX vs. DODGX — Risk / Return Rank
SEQUX
DODGX
SEQUX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) 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.
| SEQUX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.49 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.45 | 0.78 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.11 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 0.60 | -0.41 |
Martin ratioReturn relative to average drawdown | 0.71 | 2.50 | -1.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SEQUX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.49 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.59 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.65 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.62 | +0.05 |
Correlation
The correlation between SEQUX and DODGX is 0.76, 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.
Dividends
SEQUX vs. DODGX - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 10.92%, more than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 10.92% | 9.72% | 4.97% | 0.00% | 3.09% | 14.82% | 13.50% | 8.14% | 25.71% | 13.72% | 18.84% | 5.07% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
SEQUX vs. DODGX - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -45.81%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for SEQUX and DODGX.
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Drawdown Indicators
| SEQUX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.81% | -63.24% | +17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -12.23% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -38.07% | -21.85% | -16.22% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -40.41% | +2.34% |
Current DrawdownCurrent decline from peak | -14.59% | -5.31% | -9.28% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -7.53% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.94% | +1.54% |
Volatility
SEQUX vs. DODGX - Volatility Comparison
Sequoia Fund (SEQUX) has a higher volatility of 5.31% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that SEQUX'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.
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Volatility by Period
| SEQUX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 4.23% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 8.72% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 16.33% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 16.05% | +1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.87% | 19.25% | -1.38% |