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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$18.56
Change+$0.31 (+1.70%)
VolumeN/A
Net Assets43.74M
Matthews China Dividend Investor
Price$15.07
Change+$0.24 (+1.62%)
VolumeN/A
Net Assets99.35M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Nov 25, 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 Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 99.3M vs. EVCGX (43.7M). MCDFX pays higher dividends than EVCGX: MCDFX (2.84) vs EVCGX (1.64). 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 : 34.71 vs. MCDFX (32.55). MCDFX return over 5 years is better than : -6.32 vs. EVCGX (-36.38).
| 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 | 26.912 | 28.193 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 99.3M | 44% |
| Annual Yield % from dividends | 1.64 | 2.84 | 58% |
| Returns for 1 year | 34.71 | 32.55 | 107% |
| Returns for 3 years | 12.87 | 29.19 | 44% |
| Returns for 5 years | -36.38 | -6.32 | 576% |
| Returns for 10 years | -5.78 | 36.89 | -16% |
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