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MCDFX vs MCSMX
MCDFX vs MCSMX Comparison
Open Charts MCDFX vs MCSMX
Matthews China Dividend Investor
Price$11.69
Change-$0.03 (-0.26%)
VolumeN/A
CapitalizationN/A
Matthews China Small Companies
Price$9.04
Change-$0.07 (-0.77%)
VolumeN/A
CapitalizationN/A
MCDFX vs MCSMX Comparison Chart
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MCDFX vs. MCSMX commentary
Nov 18, 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 Sell and MCSMX is a Sell.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 101M vs. MCSMX (76.5M). MCDFX pays higher dividends than MCSMX: MCDFX (4.23) vs MCSMX (2.41). MCDFX was incepted earlier than MCSMX: MCDFX (15 years) vs MCSMX (13 years). MCSMX is a more actively managed with annual turnover of: 59.05 vs. MCDFX (27.30). MCDFX (2500) and MCSMX (2500) have matching initial minimum investment requirements. MCDFX annual gain was more profitable for investors over the last year : 6.88 vs. MCSMX (-1.62). MCDFX return over 5 years is better than : -11.48 vs. MCSMX (-23.86).
| MCDFX | MCSMX | MCDFX / MCSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 12.305 | 1.006 | 1,224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 76.5M | 132% |
| Annual Yield % from dividends | 4.23 | 2.41 | 176% |
| Returns for 1 year | 6.88 | -1.62 | -426% |
| Returns for 3 years | -34.54 | -55.03 | 63% |
| Returns for 5 years | -11.48 | -23.86 | 48% |
| Returns for 10 years | 11.92 | 3.38 | 353% |
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