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GSAGX vs MCDFX
GSAGX vs MCDFX Comparison
Open Charts GSAGX vs MCDFX
Goldman Sachs China Equity A
Price$20.29
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets31.6M
Matthews China Dividend Investor
Price$12.19
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets93.92M
GSAGX vs MCDFX Comparison Chart
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GSAGX vs. MCDFX commentary
Apr 18, 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 GSAGX is a Buy and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. GSAGX (31.6M). MCDFX pays higher dividends than GSAGX: MCDFX (3.57) vs GSAGX (1.26). GSAGX was incepted earlier than MCDFX: GSAGX (31 years) vs MCDFX (15 years). GSAGX (1.92) is less costly to investors than MCDFX (1.17). GSAGX is a more actively managed with annual turnover of: 70.00 vs. MCDFX (27.30). GSAGX has a lower initial minimum investment than MCDFX: GSAGX (1000) vs MCDFX (2500). MCDFX annual gain was more profitable for investors over the last year : 24.11 vs. GSAGX (18.33). MCDFX return over 5 years is better than : -4.85 vs. GSAGX (-20.80).
| GSAGX | MCDFX | GSAGX / MCDFX | |
| Total Expense Ratio | 1.46 | 1.17 | 125% |
| Annual Report Gross Expense Ratio | 1.92 | 1.17 | 164% |
| Fund Existence | 31 years | 15 years | - |
| Gain YTD | 3.165 | 2.540 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6M | 93.9M | 34% |
| Annual Yield % from dividends | 1.26 | 3.57 | 35% |
| Returns for 1 year | 18.33 | 24.11 | 76% |
| Returns for 3 years | -17.05 | -8.82 | 193% |
| Returns for 5 years | -20.80 | -4.85 | 429% |
| Returns for 10 years | -7.47 | -1.34 | 559% |
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