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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$13.23
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets93.92M
Matthews China Small Companies Instl
Price$9.76
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets65.66M
MCDFX vs MICHX Comparison Chart
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MCDFX vs. MICHX commentary
Jun 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 Hold and MICHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. MICHX (65.7M). MCDFX pays higher dividends than MICHX: MCDFX (3.62) vs MICHX (1.52). 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 : 18.79 vs. MICHX (7.08). MCDFX return over 5 years is better than : -5.16 vs. MICHX (-41.77).
| 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 | 11.854 | 7.837 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.9M | 65.7M | 143% |
| Annual Yield % from dividends | 3.62 | 1.52 | 238% |
| Returns for 1 year | 18.79 | 7.08 | 266% |
| Returns for 3 years | 0.68 | -17.34 | -4% |
| Returns for 5 years | -5.16 | -41.77 | 12% |
| Returns for 10 years | 0.81 | N/A | - |
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