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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$18.14
Change-$0.10 (-0.55%)
VolumeN/A
Net Assets41.09M
Matthews China Dividend Investor
Price$14.61
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets95.69M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Sep 04, 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: 95.7M vs. EVCGX (41.1M). MCDFX pays higher dividends than EVCGX: MCDFX (2.90) vs EVCGX (1.70). 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 : 48.70 vs. MCDFX (43.99). MCDFX return over 5 years is better than : -3.97 vs. EVCGX (-30.82).
| 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 | 26.843 | 26.377 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 95.7M | 43% |
| Annual Yield % from dividends | 1.70 | 2.90 | 59% |
| Returns for 1 year | 48.70 | 43.99 | 111% |
| Returns for 3 years | 1.41 | 21.19 | 7% |
| Returns for 5 years | -30.82 | -3.97 | 777% |
| Returns for 10 years | 2.93 | 51.05 | 6% |
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