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GSAIX vs MCDFX
GSAIX vs MCDFX Comparison
Open Charts GSAIX vs MCDFX
Goldman Sachs China Equity Instl
Price$23.37
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets34.46M
Matthews China Dividend Investor
Price$13.03
Change-$0.12 (-0.91%)
VolumeN/A
Net Assets93.92M
GSAIX vs MCDFX Comparison Chart
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GSAIX vs. MCDFX commentary
Apr 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 GSAIX is a Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. GSAIX (34.5M). MCDFX pays higher dividends than GSAIX: MCDFX (3.57) vs GSAIX (1.42). GSAIX was incepted earlier than MCDFX: GSAIX (29 years) vs MCDFX (15 years). GSAIX (1.56) is less costly to investors than MCDFX (1.17). GSAIX is a more actively managed with annual turnover of: 70.00 vs. MCDFX (27.30). MCDFX has a lower initial minimum investment than GSAIX: MCDFX (2500) vs GSAIX (1000000). MCDFX annual gain was more profitable for investors over the last year : 30.78 vs. GSAIX (26.22). MCDFX return over 5 years is better than : 9.32 vs. GSAIX (-5.88).
| GSAIX | MCDFX | GSAIX / MCDFX | |
| Total Expense Ratio | 1.10 | 1.17 | 94% |
| Annual Report Gross Expense Ratio | 1.56 | 1.17 | 133% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 11.488 | 11.346 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5M | 93.9M | 37% |
| Annual Yield % from dividends | 1.42 | 3.57 | 40% |
| Returns for 1 year | 26.22 | 30.78 | 85% |
| Returns for 3 years | -14.27 | -3.90 | 366% |
| Returns for 5 years | -5.88 | 9.32 | -63% |
| Returns for 10 years | 10.07 | 16.15 | 62% |
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