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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$15.62
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets103.71M
Matthews China Small Companies Instl
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets72.74M
MCDFX vs MICHX Comparison Chart in %
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MCDFX vs. MICHX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 104M vs. MICHX (72.7M). MCDFX pays higher dividends than MICHX: MCDFX (2.78) vs MICHX (1.19). 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 : 20.38 vs. MCDFX (17.40). MCDFX return over 5 years is better than : 2.19 vs. MICHX (-37.64).
| 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 | 34.935 | 35.099 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 72.7M | 143% |
| Annual Yield % from dividends | 2.78 | 1.19 | 234% |
| Returns for 1 year | 17.40 | 20.38 | 85% |
| Returns for 3 years | 39.93 | 27.93 | 143% |
| Returns for 5 years | 2.19 | -37.64 | -6% |
| Returns for 10 years | 48.17 | N/A | - |
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