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HSHRX vs MCDFX
HSHRX vs MCDFX Comparison
Open Charts HSHRX vs MCDFX
Hartford Schroders China A SDR
Price$10.41
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets16.7M
Matthews China Dividend Investor
Price$12.87
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets93.92M
HSHRX vs MCDFX Comparison Chart
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HSHRX vs. MCDFX commentary
May 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 HSHRX is a Hold and MCDFX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. HSHRX (16.7M). MCDFX pays higher dividends than HSHRX: MCDFX (3.72) vs HSHRX (0.86). HSHRX was incepted earlier than MCDFX: HSHRX (5 years) vs MCDFX (15 years). HSHRX (1.67) is less costly to investors than MCDFX (1.17). MCDFX is a more actively managed with annual turnover of: 75.80 vs. HSHRX (57.00). MCDFX has a lower initial minimum investment than HSHRX: MCDFX (2500) vs HSHRX (5000000). MCDFX annual gain was more profitable for investors over the last year : 18.39 vs. HSHRX (7.59). MCDFX return over 5 years is better than : -3.51 vs. HSHRX (-4.78).
| HSHRX | MCDFX | HSHRX / 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 | 1.868 | 8.298 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| 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 | 7.59 | 18.39 | 41% |
| Returns for 3 years | -7.84 | 6.46 | -121% |
| Returns for 5 years | -4.78 | -3.51 | 136% |
| Returns for 10 years | N/A | 0.62 | - |
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