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MCDFX vs MCSMX
MCDFX vs MCSMX Comparison
Open Charts MCDFX vs MCSMX
Matthews China Dividend Investor
Price$11.91
Change+$0.04 (+0.34%)
VolumeN/A
CapitalizationN/A
Matthews China Small Companies
Price$9.20
Change+$0.03 (+0.33%)
VolumeN/A
CapitalizationN/A
MCDFX vs MCSMX Comparison Chart
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MCDFX vs. MCSMX commentary
Dec 19, 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 StrongSell and MCSMX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 98M vs. MCSMX (72.7M). MCDFX pays higher dividends than MCSMX: MCDFX (4.23) vs MCSMX (2.41). MCDFX was incepted earlier than MCSMX: MCDFX (15 years) vs MCSMX (14 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 : 17.94 vs. MCSMX (5.99). MCDFX return over 5 years is better than : -13.52 vs. MCSMX (-23.61).
| MCDFX | MCSMX | MCDFX / MCSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 14.418 | 2.793 | 516% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98M | 72.7M | 135% |
| Annual Yield % from dividends | 4.23 | 2.41 | 176% |
| Returns for 1 year | 17.94 | 5.99 | 299% |
| Returns for 3 years | -24.65 | -41.16 | 60% |
| Returns for 5 years | -13.52 | -23.61 | 57% |
| Returns for 10 years | 15.62 | 9.97 | 157% |
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