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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$11.51
Change+$0.11 (+0.96%)
VolumeN/A
Net Assets88.37M
Matthews China Small Companies Instl
Price$9.04
Change+$0.14 (+1.57%)
VolumeN/A
Net Assets64.39M
MCDFX vs MICHX Comparison Chart
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MCDFX vs. MICHX commentary
Jan 19, 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: 88.4M vs. MICHX (64.4M). MCDFX pays higher dividends than MICHX: MCDFX (4.23) vs MICHX (2.79). MCDFX was incepted earlier than MICHX: MCDFX (15 years) vs MICHX (7 years). 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 : 21.67 vs. MICHX (10.92). MCDFX return over 5 years is better than : -20.38 vs. MICHX (-31.12).
| MCDFX | MICHX | MCDFX / MICHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | -2.540 | -0.221 | 1,151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 64.4M | 137% |
| Annual Yield % from dividends | 4.23 | 2.79 | 152% |
| Returns for 1 year | 21.67 | 10.92 | 198% |
| Returns for 3 years | -25.51 | -38.22 | 67% |
| Returns for 5 years | -20.38 | -31.12 | 65% |
| Returns for 10 years | 12.50 | N/A | - |
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