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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$15.29
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets99.42M
Matthews China Small Companies Instl
Price$11.91
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets71.64M
MCDFX vs MICHX Comparison Chart in %
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MCDFX vs. MICHX commentary
Sep 17, 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 MICHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 99.4M vs. MICHX (71.6M). MCDFX pays higher dividends than MICHX: MCDFX (2.90) vs MICHX (1.23). MCDFX was incepted earlier than MICHX: MCDFX (16 years) vs MICHX (8 years). MICHX (1.50) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. MICHX (54.39). MCDFX has a lower initial minimum investment than MICHX: MCDFX (2500) vs MICHX (100000). MICHX annual gain was more profitable for investors over the last year : 54.49 vs. MCDFX (51.77). MCDFX return over 5 years is better than : -0.33 vs. MICHX (-38.83).
| MCDFX | MICHX | MCDFX / MICHX | |
| Total Expense Ratio | 1.32 | 1.20 | 110% |
| Annual Report Gross Expense Ratio | 1.32 | 1.50 | 88% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 31.304 | 30.574 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.4M | 71.6M | 139% |
| Annual Yield % from dividends | 2.90 | 1.23 | 235% |
| Returns for 1 year | 51.77 | 54.49 | 95% |
| Returns for 3 years | 29.39 | 13.01 | 226% |
| Returns for 5 years | -0.33 | -38.83 | 1% |
| Returns for 10 years | 48.61 | N/A | - |
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