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CACFX vs MCDFX
CACFX vs MCDFX Comparison
Open Charts CACFX vs MCDFX
Invesco Greater China C
Price$16.45
Change-$0.21 (-1.26%)
VolumeN/A
CapitalizationN/A
Matthews China Dividend Investor
Price$11.72
Change-$0.13 (-1.10%)
VolumeN/A
CapitalizationN/A
CACFX vs MCDFX Comparison Chart
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CACFX vs. MCDFX commentary
Nov 15, 2024
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 CACFX is a Sell and MCDFX is a Sell.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 101M vs. CACFX (53.6M). MCDFX pays higher dividends than CACFX: MCDFX (4.23) vs CACFX (1.15). CACFX was incepted earlier than MCDFX: CACFX (19 years) vs MCDFX (15 years). CACFX is a more actively managed with annual turnover of: 94.00 vs. MCDFX (27.30). CACFX has a lower initial minimum investment than MCDFX: CACFX (1000) vs MCDFX (2500). MCDFX annual gain was more profitable for investors over the last year : 7.59 vs. CACFX (1.84). MCDFX return over 5 years is better than : -10.26 vs. CACFX (-23.59).
| CACFX | MCDFX | CACFX / MCDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 4.912 | 13.842 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 101M | 53% |
| Annual Yield % from dividends | 1.15 | 4.23 | 27% |
| Returns for 1 year | 1.84 | 7.59 | 24% |
| Returns for 3 years | -31.08 | -32.97 | 94% |
| Returns for 5 years | -23.59 | -10.26 | 230% |
| Returns for 10 years | -11.35 | 12.30 | -92% |
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