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HSHFX vs MCDFX
HSHFX vs MCDFX Comparison
Open Charts HSHFX vs MCDFX
Hartford Schroders China A F
Price$10.34
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
HSHFX vs MCDFX Comparison Chart
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HSHFX 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 HSHFX is a Hold and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. HSHFX (16.7M). MCDFX pays higher dividends than HSHFX: MCDFX (3.72) vs HSHFX (0.86). HSHFX was incepted earlier than MCDFX: HSHFX (5 years) vs MCDFX (15 years). HSHFX (1.67) is less costly to investors than MCDFX (1.17). MCDFX is a more actively managed with annual turnover of: 75.80 vs. HSHFX (57.00). MCDFX has a lower initial minimum investment than HSHFX: MCDFX (2500) vs HSHFX (1000000). MCDFX annual gain was more profitable for investors over the last year : 16.66 vs. HSHFX (5.54). MCDFX return over 5 years is better than : -3.06 vs. HSHFX (-4.97).
| HSHFX | MCDFX | HSHFX / MCDFX | |
| Total Expense Ratio | 0.99 | 1.17 | 85% |
| Annual Report Gross Expense Ratio | 1.67 | 1.17 | 143% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 1.772 | 8.806 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 93.9M | 18% |
| Annual Yield % from dividends | 0.86 | 3.72 | 23% |
| Returns for 1 year | 5.54 | 16.66 | 33% |
| Returns for 3 years | -9.51 | 6.49 | -147% |
| Returns for 5 years | -4.97 | -3.06 | 162% |
| Returns for 10 years | N/A | 0.78 | - |
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