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HSHAX vs MCDFX
HSHAX vs MCDFX Comparison
Open Charts HSHAX vs MCDFX
Hartford Schroders China A A
Price$10.75
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets17.29M
Matthews China Dividend Investor
Price$13.13
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets88.33M
HSHAX vs MCDFX Comparison Chart in %
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HSHAX vs. MCDFX commentary
Jul 05, 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 Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 88.3M vs. HSHAX (17.3M). MCDFX pays higher dividends than HSHAX: MCDFX (3.26) vs HSHAX (0.37). HSHAX was incepted earlier than MCDFX: HSHAX (5 years) vs MCDFX (16 years). HSHAX (2.10) is less costly to investors than MCDFX (1.32). 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). HSHAX (24.46) and MCDFX (23.77) have marching annual gain over last year. MCDFX return over 5 years is better than : -8.58 vs. HSHAX (-14.85).
| HSHAX | MCDFX | HSHAX / MCDFX | |
| Total Expense Ratio | 1.45 | 1.32 | 110% |
| Annual Report Gross Expense Ratio | 2.10 | 1.32 | 159% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 5.911 | 13.498 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 88.3M | 20% |
| Annual Yield % from dividends | 0.37 | 3.26 | 11% |
| Returns for 1 year | 24.46 | 23.77 | 103% |
| Returns for 3 years | -20.21 | -1.98 | 1,020% |
| Returns for 5 years | -14.85 | -8.58 | 173% |
| Returns for 10 years | N/A | 14.34 | - |
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