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ACEAX vs MCDFX
ACEAX vs MCDFX Comparison
Open Charts ACEAX vs MCDFX
AB All China Equity A
Price$8.90
Change-$0.05 (-0.56%)
VolumeN/A
Net Assets49.25M
Matthews China Dividend Investor
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets93.92M
ACEAX vs MCDFX Comparison Chart
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ACEAX vs. MCDFX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACEAX is a Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. ACEAX (49.3M). MCDFX pays higher dividends than ACEAX: MCDFX (3.72) vs ACEAX (2.87). ACEAX was incepted earlier than MCDFX: ACEAX (7 years) vs MCDFX (15 years). ACEAX (1.86) is less costly to investors than MCDFX (1.32). ACEAX is a more actively managed with annual turnover of: 101.00 vs. MCDFX (75.80). ACEAX (2500) and MCDFX (2500) have matching initial minimum investment requirements. MCDFX annual gain was more profitable for investors over the last year : 16.88 vs. ACEAX (15.53). MCDFX return over 5 years is better than : 2.49 vs. ACEAX (-1.16).
| ACEAX | MCDFX | ACEAX / MCDFX | |
| Total Expense Ratio | 1.50 | 1.32 | 114% |
| Annual Report Gross Expense Ratio | 1.86 | 1.32 | 141% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 11.596 | 11.854 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3M | 93.9M | 53% |
| Annual Yield % from dividends | 2.87 | 3.72 | 77% |
| Returns for 1 year | 15.53 | 16.88 | 92% |
| Returns for 3 years | 4.51 | 6.63 | 68% |
| Returns for 5 years | -1.16 | 2.49 | -47% |
| Returns for 10 years | N/A | -0.87 | - |
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