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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$13.61
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets90.37M
Matthews China Small Companies Instl
Price$10.61
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets62.28M
MCDFX vs MICHX Comparison Chart in %
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MCDFX vs. MICHX commentary
Jul 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 StrongBuy and MICHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 90.4M vs. MICHX (62.3M). MCDFX pays higher dividends than MICHX: MCDFX (3.26) vs MICHX (1.45). 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 : 29.86 vs. MICHX (27.30). MCDFX return over 5 years is better than : -8.09 vs. MICHX (-43.13).
| 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 | 17.560 | 16.998 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.4M | 62.3M | 145% |
| Annual Yield % from dividends | 3.26 | 1.45 | 225% |
| Returns for 1 year | 29.86 | 27.30 | 109% |
| Returns for 3 years | 7.45 | -9.23 | -81% |
| Returns for 5 years | -8.09 | -43.13 | 19% |
| Returns for 10 years | 14.47 | N/A | - |
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