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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$16.39
Change-$0.10 (-0.61%)
VolumeN/A
Net Assets38.71M
Matthews China Dividend Investor
Price$13.15
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets88.33M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Jun 21, 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 EVCGX is a Buy and MCDFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 88.3M vs. EVCGX (38.7M). MCDFX pays higher dividends than EVCGX: MCDFX (3.62) vs EVCGX (1.91). EVCGX was incepted earlier than MCDFX: EVCGX (33 years) vs MCDFX (16 years). EVCGX (1.93) is less costly to investors than MCDFX (1.32). EVCGX (77.00) and MCDFX (75.80) have comparable annual turnover. EVCGX has a lower initial minimum investment than MCDFX: EVCGX (1000) vs MCDFX (2500). EVCGX (22.87) and MCDFX (21.83) have marching annual gain over last year. MCDFX return over 5 years is better than : -5.84 vs. EVCGX (-30.12).
| EVCGX | MCDFX | EVCGX / MCDFX | |
| Total Expense Ratio | 1.51 | 1.32 | 114% |
| Annual Report Gross Expense Ratio | 1.93 | 1.32 | 146% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 14.673 | 11.939 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.7M | 88.3M | 44% |
| Annual Yield % from dividends | 1.91 | 3.62 | 53% |
| Returns for 1 year | 22.87 | 21.83 | 105% |
| Returns for 3 years | -12.81 | 2.50 | -513% |
| Returns for 5 years | -30.12 | -5.84 | 516% |
| Returns for 10 years | -26.51 | 2.78 | -953% |
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