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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$17.31
Change+$0.16 (+0.93%)
VolumeN/A
Net Assets39.76M
Matthews China Dividend Investor
Price$13.79
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets90.37M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Jul 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 EVCGX is a StrongBuy and MCDFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 90.4M vs. EVCGX (39.8M). MCDFX pays higher dividends than EVCGX: MCDFX (3.26) vs EVCGX (1.85). 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 (33.02) and MCDFX (31.91) have marching annual gain over last year. MCDFX return over 5 years is better than : -7.41 vs. EVCGX (-31.51).
| 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 | 19.263 | 18.425 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.8M | 90.4M | 44% |
| Annual Yield % from dividends | 1.85 | 3.26 | 57% |
| Returns for 1 year | 33.02 | 31.91 | 103% |
| Returns for 3 years | -9.88 | 7.47 | -132% |
| Returns for 5 years | -31.51 | -7.41 | 425% |
| Returns for 10 years | -20.90 | 15.54 | -135% |
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