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GMEPX vs MCDFX
GMEPX vs MCDFX Comparison
Open Charts GMEPX vs MCDFX
Goldman Sachs China Equity P
Price$24.15
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets34.48M
Matthews China Dividend Investor
Price$13.21
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets93.92M
GMEPX vs MCDFX Comparison Chart
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GMEPX vs. MCDFX commentary
May 23, 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 GMEPX is a Buy and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. GMEPX (34.5M). MCDFX pays higher dividends than GMEPX: MCDFX (3.72) vs GMEPX (1.48). GMEPX was incepted earlier than MCDFX: GMEPX (7 years) vs MCDFX (15 years). GMEPX (1.93) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. GMEPX (70.00). GMEPX has a lower initial minimum investment than MCDFX: GMEPX (0) vs MCDFX (2500). GMEPX annual gain was more profitable for investors over the last year : 18.10 vs. MCDFX (16.52). MCDFX return over 5 years is better than : 2.95 vs. GMEPX (-11.76).
| GMEPX | MCDFX | GMEPX / MCDFX | |
| Total Expense Ratio | 1.09 | 1.32 | 83% |
| Annual Report Gross Expense Ratio | 1.93 | 1.32 | 146% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 13.705 | 12.362 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5M | 93.9M | 37% |
| Annual Yield % from dividends | 1.48 | 3.72 | 40% |
| Returns for 1 year | 18.10 | 16.52 | 110% |
| Returns for 3 years | -1.34 | 7.27 | -18% |
| Returns for 5 years | -11.76 | 2.95 | -398% |
| Returns for 10 years | N/A | -0.42 | - |
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