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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$16.18
Change+$0.23 (+1.44%)
VolumeN/A
Net Assets37.77M
Matthews China Dividend Investor
Price$12.87
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets93.92M
EVCGX vs MCDFX Comparison Chart
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EVCGX vs. MCDFX commentary
May 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 Buy and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. EVCGX (37.8M). MCDFX pays higher dividends than EVCGX: MCDFX (3.72) vs EVCGX (1.97). EVCGX was incepted earlier than MCDFX: EVCGX (33 years) vs MCDFX (15 years). EVCGX (1.93) is less costly to investors than MCDFX (1.17). 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 (18.67) and MCDFX (18.39) have marching annual gain over last year. MCDFX return over 5 years is better than : -3.51 vs. EVCGX (-29.73).
| EVCGX | MCDFX | EVCGX / MCDFX | |
| Total Expense Ratio | 1.51 | 1.17 | 129% |
| Annual Report Gross Expense Ratio | 1.93 | 1.17 | 165% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 10.918 | 8.298 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 93.9M | 40% |
| Annual Yield % from dividends | 1.97 | 3.72 | 53% |
| Returns for 1 year | 18.67 | 18.39 | 102% |
| Returns for 3 years | -6.01 | 6.46 | -93% |
| Returns for 5 years | -29.73 | -3.51 | 847% |
| Returns for 10 years | -30.95 | 0.62 | -5,026% |
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