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HSHAX vs MCDFX
HSHAX vs MCDFX Comparison
Open Charts HSHAX vs MCDFX
Hartford Schroders China A A
Price$10.31
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets16.68M
Matthews China Dividend Investor
Price$12.85
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets93.92M
HSHAX vs MCDFX Comparison Chart
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HSHAX vs. MCDFX commentary
May 11, 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 HSHAX is a Hold and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. HSHAX (16.7M). MCDFX pays higher dividends than HSHAX: MCDFX (3.72) vs HSHAX (0.39). HSHAX was incepted earlier than MCDFX: HSHAX (5 years) vs MCDFX (15 years). HSHAX (2.10) is less costly to investors than MCDFX (1.17). MCDFX is a more actively managed with annual turnover of: 75.80 vs. HSHAX (57.00). HSHAX has a lower initial minimum investment than MCDFX: HSHAX (2000) vs MCDFX (2500). MCDFX annual gain was more profitable for investors over the last year : 16.66 vs. HSHAX (5.07). MCDFX return over 5 years is better than : -3.06 vs. HSHAX (-6.84).
| HSHAX | MCDFX | HSHAX / MCDFX | |
| Total Expense Ratio | 1.45 | 1.17 | 124% |
| Annual Report Gross Expense Ratio | 2.10 | 1.17 | 179% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 1.576 | 8.806 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 93.9M | 18% |
| Annual Yield % from dividends | 0.39 | 3.72 | 10% |
| Returns for 1 year | 5.07 | 16.66 | 30% |
| Returns for 3 years | -10.63 | 6.49 | -164% |
| Returns for 5 years | -6.84 | -3.06 | 224% |
| Returns for 10 years | N/A | 0.78 | - |
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