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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$12.60
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets93.92M
Matthews China Small Companies Instl
Price$9.17
Change+$0.06 (+0.66%)
VolumeN/A
Net Assets65.66M
MCDFX vs MICHX Comparison Chart
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MCDFX vs. MICHX commentary
Apr 24, 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: 93.9M vs. MICHX (65.7M). MCDFX pays higher dividends than MICHX: MCDFX (3.57) vs MICHX (1.48). MCDFX was incepted earlier than MICHX: MCDFX (15 years) vs MICHX (7 years). MICHX (1.26) is less costly to investors than MCDFX (1.17). MICHX is a more actively managed with annual turnover of: 59.05 vs. MCDFX (27.30). 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 : 23.62 vs. MICHX (6.26). MCDFX return over 5 years is better than : -2.58 vs. MICHX (-36.89).
| MCDFX | MICHX | MCDFX / MICHX | |
| Total Expense Ratio | 1.17 | 1.20 | 98% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 5.758 | 0.552 | 1,043% |
| 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 | 3.57 | 1.48 | 242% |
| Returns for 1 year | 23.62 | 6.26 | 377% |
| Returns for 3 years | -2.35 | -16.85 | 14% |
| Returns for 5 years | -2.58 | -36.89 | 7% |
| Returns for 10 years | -1.63 | N/A | - |
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