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MCDFX vs OBCHX
MCDFX vs OBCHX Comparison
Open Charts MCDFX vs OBCHX
Matthews China Dividend Investor
Price$15.13
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets99.42M
Oberweis China Opportunities
Price$9.91
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets54.21M
MCDFX vs OBCHX Comparison Chart in %
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MCDFX vs. OBCHX commentary
Sep 16, 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 OBCHX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 99.4M vs. OBCHX (54.2M). MCDFX pays higher dividends than OBCHX: MCDFX (2.90) vs OBCHX (1.58). MCDFX was incepted earlier than OBCHX: MCDFX (16 years) vs OBCHX (20 years). OBCHX (2.16) is less costly to investors than MCDFX (1.32). OBCHX is a more actively managed with annual turnover of: 155.00 vs. MCDFX (75.80). OBCHX has a lower initial minimum investment than MCDFX: OBCHX (1000) vs MCDFX (2500). OBCHX annual gain was more profitable for investors over the last year : 55.33 vs. MCDFX (52.20). MCDFX return over 5 years is better than : 1.31 vs. OBCHX (-36.74).
| MCDFX | OBCHX | MCDFX / OBCHX | |
| Total Expense Ratio | 1.32 | 2.16 | 61% |
| Annual Report Gross Expense Ratio | 1.32 | 2.16 | 61% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 30.786 | 43.687 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.4M | 54.2M | 183% |
| Annual Yield % from dividends | 2.90 | 1.58 | 184% |
| Returns for 1 year | 52.20 | 55.33 | 94% |
| Returns for 3 years | 26.55 | 32.97 | 81% |
| Returns for 5 years | 1.31 | -36.74 | -4% |
| Returns for 10 years | 50.27 | -14.90 | -337% |
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