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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$19.58
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets45.5M
Matthews China Dividend Investor
Price$15.43
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets103.71M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Oct 09, 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 Hold and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 104M vs. EVCGX (45.5M). MCDFX pays higher dividends than EVCGX: MCDFX (2.78) vs EVCGX (1.58). 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 annual gain was more profitable for investors over the last year : 27.52 vs. MCDFX (24.00). MCDFX return over 5 years is better than : 0.28 vs. EVCGX (-26.60).
| 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 | 36.022 | 33.811 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 104M | 44% |
| Annual Yield % from dividends | 1.58 | 2.78 | 57% |
| Returns for 1 year | 27.52 | 24.00 | 115% |
| Returns for 3 years | 18.75 | 38.77 | 48% |
| Returns for 5 years | -26.60 | 0.28 | -9,591% |
| Returns for 10 years | 0.93 | 46.94 | 2% |