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HSHIX vs MCDFX
HSHIX vs MCDFX Comparison
Open Charts HSHIX vs MCDFX
Hartford Schroders China A I
Price$10.77
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets17.29M
Matthews China Dividend Investor
Price$13.24
Change+$0.11 (+0.84%)
VolumeN/A
Net Assets90.37M
HSHIX vs MCDFX Comparison Chart in %
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HSHIX vs. MCDFX commentary
Jul 09, 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 HSHIX is a Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 90.4M vs. HSHIX (17.3M). MCDFX pays higher dividends than HSHIX: MCDFX (3.26) vs HSHIX (0.66). HSHIX was incepted earlier than MCDFX: HSHIX (5 years) vs MCDFX (16 years). HSHIX (1.79) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. HSHIX (57.00). HSHIX has a lower initial minimum investment than MCDFX: HSHIX (2000) vs MCDFX (2500). HSHIX (27.75) and MCDFX (26.66) have marching annual gain over last year. MCDFX return over 5 years is better than : -13.66 vs. HSHIX (-22.04).
| HSHIX | MCDFX | HSHIX / MCDFX | |
| Total Expense Ratio | 1.15 | 1.32 | 87% |
| Annual Report Gross Expense Ratio | 1.79 | 1.32 | 136% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 6.010 | 13.498 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 90.4M | 19% |
| Annual Yield % from dividends | 0.66 | 3.26 | 20% |
| Returns for 1 year | 27.75 | 26.66 | 104% |
| Returns for 3 years | -18.08 | -0.31 | 5,897% |
| Returns for 5 years | -22.04 | -13.66 | 161% |
| Returns for 10 years | N/A | 12.69 | - |
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