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MCDFX vs MCHFX
MCDFX vs MCHFX Comparison
Open Charts MCDFX vs MCHFX
Matthews China Dividend Investor
Price$11.94
Change+$0.09 (+0.76%)
VolumeN/A
CapitalizationN/A
Matthews China Investor
Price$13.70
Change+$0.11 (+0.81%)
VolumeN/A
CapitalizationN/A
MCDFX vs MCHFX Comparison Chart
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MCDFX vs. MCHFX commentary
Dec 25, 2024
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 MCDFX is a Hold and MCHFX is a Hold.
FUNDAMENTALS
Fundamentals
MCHFX has more cash in the bank: 368M vs. MCDFX (89.6M). MCDFX pays higher dividends than MCHFX: MCDFX (4.23) vs MCHFX (0.80). MCDFX was incepted earlier than MCHFX: MCDFX (15 years) vs MCHFX (27 years). MCHFX is a more actively managed with annual turnover of: 49.60 vs. MCDFX (27.30). MCDFX (2500) and MCHFX (2500) have matching initial minimum investment requirements. MCHFX annual gain was more profitable for investors over the last year : 23.96 vs. MCDFX (19.10). MCDFX return over 5 years is better than : -13.44 vs. MCHFX (-26.49).
| MCDFX | MCHFX | MCDFX / MCHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 15.318 | 19.156 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.6M | 368M | 24% |
| Annual Yield % from dividends | 4.23 | 0.80 | 528% |
| Returns for 1 year | 19.10 | 23.96 | 80% |
| Returns for 3 years | -24.92 | -32.80 | 76% |
| Returns for 5 years | -13.44 | -26.49 | 51% |
| Returns for 10 years | 16.00 | -29.39 | -54% |