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HSHYX vs MCDFX
HSHYX vs MCDFX Comparison
Open Charts HSHYX vs MCDFX
Hartford Schroders China A Y
Price$10.54
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets16.9M
Matthews China Dividend Investor
Price$13.23
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets93.92M
HSHYX vs MCDFX Comparison Chart
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HSHYX vs. MCDFX commentary
Jun 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 HSHYX is a Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. HSHYX (16.9M). MCDFX pays higher dividends than HSHYX: MCDFX (3.62) vs HSHYX (0.72). HSHYX was incepted earlier than MCDFX: HSHYX (5 years) vs MCDFX (16 years). HSHYX (1.77) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. HSHYX (57.00). MCDFX has a lower initial minimum investment than HSHYX: MCDFX (2500) vs HSHYX (250000). MCDFX annual gain was more profitable for investors over the last year : 18.97 vs. HSHYX (12.81). MCDFX return over 5 years is better than : -5.01 vs. HSHYX (-7.71).
| HSHYX | MCDFX | HSHYX / MCDFX | |
| Total Expense Ratio | 1.11 | 1.32 | 84% |
| Annual Report Gross Expense Ratio | 1.77 | 1.32 | 134% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 3.740 | 12.024 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9M | 93.9M | 18% |
| Annual Yield % from dividends | 0.72 | 3.62 | 20% |
| Returns for 1 year | 12.81 | 18.97 | 68% |
| Returns for 3 years | -17.31 | 0.83 | -2,081% |
| Returns for 5 years | -7.71 | -5.01 | 154% |
| Returns for 10 years | N/A | 0.97 | - |
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