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MCDFX vs MCSMX
MCDFX vs MCSMX Comparison
Open Charts MCDFX vs MCSMX
Matthews China Dividend Investor
Price$13.12
Change+$0.22 (+1.71%)
VolumeN/A
Net Assets85.58M
Matthews China Small Companies
Price$9.94
Change+$0.17 (+1.74%)
VolumeN/A
Net Assets64.99M
MCDFX vs MCSMX Comparison Chart
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MCDFX vs. MCSMX commentary
Feb 23, 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 MCSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 85.6M vs. MCSMX (65M). 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 : 31.23 vs. MCSMX (17.27). MCDFX return over 5 years is better than : -5.11 vs. MCSMX (-28.46).
| 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 | 11.092 | 9.471 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 65M | 132% |
| Annual Yield % from dividends | 4.23 | 2.41 | 176% |
| Returns for 1 year | 31.23 | 17.27 | 181% |
| Returns for 3 years | -10.60 | -29.09 | 36% |
| Returns for 5 years | -5.11 | -28.46 | 18% |
| Returns for 10 years | 23.42 | 21.35 | 110% |
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