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MCDFX vs MCHFX
MCDFX vs MCHFX Comparison
Open Charts MCDFX vs MCHFX
Matthews China Dividend Investor
Price$12.19
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets93.92M
Matthews China Investor
Price$13.37
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets392.43M
MCDFX vs MCHFX Comparison Chart
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MCDFX vs. MCHFX commentary
Apr 18, 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 MCDFX is a Buy and MCHFX is a Buy.
FUNDAMENTALS
Fundamentals
MCHFX has more cash in the bank: 392M vs. MCDFX (93.9M). MCDFX pays higher dividends than MCHFX: MCDFX (3.57) vs MCHFX (1.73). MCDFX was incepted earlier than MCHFX: MCDFX (15 years) vs MCHFX (27 years). MCDFX (1.17) and MCHFX (1.15) have similar cost to investors . 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. MCDFX annual gain was more profitable for investors over the last year : 24.11 vs. MCHFX (22.78). MCDFX return over 5 years is better than : -4.85 vs. MCHFX (-26.70).
| MCDFX | MCHFX | MCDFX / MCHFX | |
| Total Expense Ratio | 1.17 | 1.15 | 102% |
| Annual Report Gross Expense Ratio | 1.17 | 1.15 | 102% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 2.540 | -1.190 | -213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.9M | 392M | 24% |
| Annual Yield % from dividends | 3.57 | 1.73 | 206% |
| Returns for 1 year | 24.11 | 22.78 | 106% |
| Returns for 3 years | -8.82 | -14.38 | 61% |
| Returns for 5 years | -4.85 | -26.70 | 18% |
| Returns for 10 years | -1.34 | -42.80 | 3% |
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