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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets91.29M
Matthews China Small Companies Instl
Price$9.87
Change+$0.06 (+0.61%)
VolumeN/A
Net Assets66.54M
MCDFX vs MICHX Comparison Chart
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MCDFX vs. MICHX commentary
Apr 03, 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: 91.3M vs. MICHX (66.5M). 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 : 30.95 vs. MICHX (11.92). MCDFX return over 5 years is better than : 9.57 vs. MICHX (-24.90).
| 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 | 11.600 | 8.940 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 66.5M | 137% |
| Annual Yield % from dividends | 3.57 | 1.48 | 242% |
| Returns for 1 year | 30.95 | 11.92 | 260% |
| Returns for 3 years | -2.60 | -21.30 | 12% |
| Returns for 5 years | 9.57 | -24.90 | -38% |
| Returns for 10 years | 17.05 | N/A | - |
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