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CGCYX vs MCDFX
CGCYX vs MCDFX Comparison
Open Charts CGCYX vs MCDFX
Columbia Greater China Inst3
Price$41.60
Change-$0.27 (-0.64%)
VolumeN/A
Net Assets50.53M
Matthews China Dividend Investor
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets91.29M
CGCYX vs MCDFX Comparison Chart
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CGCYX vs. MCDFX commentary
Apr 04, 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 CGCYX is a Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 91.3M vs. CGCYX (50.5M). MCDFX pays higher dividends than CGCYX: MCDFX (3.57) vs CGCYX (1.19). CGCYX was incepted earlier than MCDFX: CGCYX (8 years) vs MCDFX (15 years). CGCYX (1.24) is less costly to investors than MCDFX (1.17). CGCYX is a more actively managed with annual turnover of: 40.00 vs. MCDFX (27.30). MCDFX has a lower initial minimum investment than CGCYX: MCDFX (2500) vs CGCYX (1000000). MCDFX (30.95) and CGCYX (29.47) have marching annual gain over last year. MCDFX return over 5 years is better than : 9.57 vs. CGCYX (-13.93).
| CGCYX | MCDFX | CGCYX / MCDFX | |
| Total Expense Ratio | 1.09 | 1.17 | 93% |
| Annual Report Gross Expense Ratio | 1.24 | 1.17 | 106% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 13.377 | 11.600 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 91.3M | 55% |
| Annual Yield % from dividends | 1.19 | 3.57 | 33% |
| Returns for 1 year | 29.47 | 30.95 | 95% |
| Returns for 3 years | -10.02 | -2.60 | 385% |
| Returns for 5 years | -13.93 | 9.57 | -146% |
| Returns for 10 years | N/A | 17.05 | - |
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