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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$14.12
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets95.69M
Matthews China Small Companies Instl
Price$10.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets66.26M
MCDFX vs MICHX Comparison Chart in %
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MCDFX vs. MICHX commentary
Aug 10, 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 Hold and MICHX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 95.7M vs. MICHX (66.3M). MCDFX pays higher dividends than MICHX: MCDFX (3.08) vs MICHX (1.35). 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). MCDFX annual gain was more profitable for investors over the last year : 38.93 vs. MICHX (35.67). MCDFX return over 5 years is better than : -7.51 vs. MICHX (-45.23).
| 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 | 22.055 | 19.978 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 66.3M | 144% |
| Annual Yield % from dividends | 3.08 | 1.35 | 227% |
| Returns for 1 year | 38.93 | 35.67 | 109% |
| Returns for 3 years | 13.57 | -7.29 | -186% |
| Returns for 5 years | -7.51 | -45.23 | 17% |
| Returns for 10 years | 23.54 | N/A | - |