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GSAIX vs MCDFX
GSAIX vs MCDFX Comparison
Open Charts GSAIX vs MCDFX
Goldman Sachs China Equity Instl
Price$24.53
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets35.09M
Matthews China Dividend Investor
Price$13.29
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets90.37M
GSAIX vs MCDFX Comparison Chart in %
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GSAIX vs. MCDFX commentary
Jul 13, 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: 90.4M vs. GSAIX (35.1M). MCDFX pays higher dividends than GSAIX: MCDFX (3.26) vs GSAIX (1.36). GSAIX was incepted earlier than MCDFX: GSAIX (29 years) vs MCDFX (16 years). GSAIX (1.94) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. GSAIX (70.00). MCDFX has a lower initial minimum investment than GSAIX: MCDFX (2500) vs GSAIX (1000000). GSAIX (26.23) and MCDFX (25.79) have marching annual gain over last year. MCDFX return over 5 years is better than : -11.86 vs. GSAIX (-30.74).
| GSAIX | MCDFX | GSAIX / MCDFX | |
| Total Expense Ratio | 1.10 | 1.32 | 83% |
| Annual Report Gross Expense Ratio | 1.94 | 1.32 | 147% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 15.772 | 15.140 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 90.4M | 39% |
| Annual Yield % from dividends | 1.36 | 3.26 | 42% |
| Returns for 1 year | 26.23 | 25.79 | 102% |
| Returns for 3 years | -6.89 | 3.83 | -180% |
| Returns for 5 years | -30.74 | -11.86 | 259% |
| Returns for 10 years | 13.24 | 12.91 | 103% |
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