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HSHRX vs MCDFX
HSHRX vs MCDFX Comparison
Open Charts HSHRX vs MCDFX
Hartford Schroders China A SDR
Price$10.79
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets17.17M
Matthews China Dividend Investor
Price$13.13
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets88.33M
HSHRX vs MCDFX Comparison Chart in %
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HSHRX vs. MCDFX commentary
Jul 04, 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 Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 88.3M vs. HSHRX (17.2M). MCDFX pays higher dividends than HSHRX: MCDFX (3.26) vs HSHRX (0.81). HSHRX was incepted earlier than MCDFX: HSHRX (5 years) vs MCDFX (16 years). HSHRX (1.67) is less costly to investors than MCDFX (1.32). 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). HSHRX (24.11) and MCDFX (24.06) have marching annual gain over last year. MCDFX return over 5 years is better than : -8.37 vs. HSHRX (-13.63).
| HSHRX | MCDFX | HSHRX / MCDFX | |
| Total Expense Ratio | 0.99 | 1.32 | 75% |
| Annual Report Gross Expense Ratio | 1.67 | 1.32 | 127% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 5.408 | 13.757 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2M | 88.3M | 19% |
| Annual Yield % from dividends | 0.81 | 3.26 | 25% |
| Returns for 1 year | 24.11 | 24.06 | 100% |
| Returns for 3 years | -19.74 | -1.76 | 1,124% |
| Returns for 5 years | -13.63 | -8.37 | 163% |
| Returns for 10 years | N/A | 14.60 | - |
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