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MCDFX vs OBCHX
MCDFX vs OBCHX Comparison
Open Charts MCDFX vs OBCHX
Matthews China Dividend Investor
Price$14.70
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets95.69M
Oberweis China Opportunities
Price$9.48
Change+$0.09 (+0.96%)
VolumeN/A
Net Assets51.32M
MCDFX vs OBCHX Comparison Chart in %
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MCDFX vs. OBCHX commentary
Aug 27, 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: 95.7M vs. OBCHX (51.3M). MCDFX pays higher dividends than OBCHX: MCDFX (3.08) vs OBCHX (1.72). 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 (42.09) and MCDFX (41.90) have marching annual gain over last year. MCDFX return over 5 years is better than : -5.58 vs. OBCHX (-43.49).
| 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 | 26.204 | 36.284 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 51.3M | 187% |
| Annual Yield % from dividends | 3.08 | 1.72 | 179% |
| Returns for 1 year | 41.90 | 42.09 | 100% |
| Returns for 3 years | 19.16 | 21.36 | 90% |
| Returns for 5 years | -5.58 | -43.49 | 13% |
| Returns for 10 years | 45.67 | -21.84 | -209% |
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