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GSAGX vs MCDFX
GSAGX vs MCDFX Comparison
Open Charts GSAGX vs MCDFX
Goldman Sachs China Equity A
Price$20.22
Change+$0.27 (+1.35%)
VolumeN/A
Net Assets33.56M
Matthews China Dividend Investor
Price$11.93
Change+$0.16 (+1.36%)
VolumeN/A
Net Assets88.37M
GSAGX vs MCDFX Comparison Chart
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GSAGX vs. MCDFX commentary
Feb 01, 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 Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 88.4M vs. GSAGX (33.6M). MCDFX pays higher dividends than GSAGX: MCDFX (4.23) vs GSAGX (0.90). GSAGX was incepted earlier than MCDFX: GSAGX (31 years) vs MCDFX (15 years). GSAGX is a more actively managed with annual turnover of: 73.00 vs. MCDFX (27.30). GSAGX has a lower initial minimum investment than MCDFX: GSAGX (1000) vs MCDFX (2500). GSAGX (27.16) and MCDFX (26.73) have marching annual gain over last year. MCDFX return over 5 years is better than : -8.86 vs. GSAGX (-23.14).
| GSAGX | MCDFX | GSAGX / MCDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 15 years | - |
| Gain YTD | 1.838 | -0.339 | -543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 88.4M | 38% |
| Annual Yield % from dividends | 0.90 | 4.23 | 21% |
| Returns for 1 year | 27.16 | 26.73 | 102% |
| Returns for 3 years | -32.94 | -20.76 | 159% |
| Returns for 5 years | -23.14 | -8.86 | 261% |
| Returns for 10 years | 0.10 | 13.93 | 1% |
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