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MCDFX vs OBCHX
MCDFX vs OBCHX Comparison
Open Charts MCDFX vs OBCHX
Matthews China Dividend Investor
Price$15.61
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets103.71M
Oberweis China Opportunities
Price$10.31
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets56.93M
MCDFX vs OBCHX Comparison Chart in %
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MCDFX vs. OBCHX commentary
Oct 06, 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: 104M vs. OBCHX (56.9M). MCDFX pays higher dividends than OBCHX: MCDFX (2.78) vs OBCHX (1.47). 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 : 31.80 vs. MCDFX (20.38). MCDFX return over 5 years is better than : 3.58 vs. OBCHX (-35.88).
| 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 | 34.935 | 49.637 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 56.9M | 183% |
| Annual Yield % from dividends | 2.78 | 1.47 | 190% |
| Returns for 1 year | 20.38 | 31.80 | 64% |
| Returns for 3 years | 37.17 | 48.38 | 77% |
| Returns for 5 years | 3.58 | -35.88 | -10% |
| Returns for 10 years | 50.47 | -15.68 | -322% |
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