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ACEAX vs MCDFX
ACEAX vs MCDFX Comparison
Open Charts ACEAX vs MCDFX
AB All China Equity A
Price$8.09
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets45.3M
Matthews China Dividend Investor
Price$12.19
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets93.92M
ACEAX vs MCDFX Comparison Chart
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ACEAX vs. MCDFX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. ACEAX (45.3M). MCDFX pays higher dividends than ACEAX: MCDFX (3.57) vs ACEAX (2.72). ACEAX was incepted earlier than MCDFX: ACEAX (7 years) vs MCDFX (15 years). ACEAX (1.59) is less costly to investors than MCDFX (1.17). ACEAX is a more actively managed with annual turnover of: 101.00 vs. MCDFX (27.30). ACEAX (2500) and MCDFX (2500) have matching initial minimum investment requirements. MCDFX annual gain was more profitable for investors over the last year : 24.93 vs. ACEAX (12.92). MCDFX return over 5 years is better than : -4.22 vs. ACEAX (-12.56).
| ACEAX | MCDFX | ACEAX / MCDFX | |
| Total Expense Ratio | 1.50 | 1.17 | 128% |
| Annual Report Gross Expense Ratio | 1.59 | 1.17 | 136% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.873 | 3.218 | 27% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 93.9M | 48% |
| Annual Yield % from dividends | 2.72 | 3.57 | 76% |
| Returns for 1 year | 12.92 | 24.93 | 52% |
| Returns for 3 years | -11.31 | -8.22 | 138% |
| Returns for 5 years | -12.56 | -4.22 | 297% |
| Returns for 10 years | N/A | -0.68 | - |
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