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MCDFX vs OCHIX
MCDFX vs OCHIX Comparison
Open Charts MCDFX vs OCHIX
Matthews China Dividend Investor
Price$14.96
Change+$0.33 (+2.26%)
VolumeN/A
Net Assets103.71M
Oberweis China Opportunities Instl
Price$9.95
Change+$0.31 (+3.22%)
VolumeN/A
Net Assets52.2M
MCDFX vs OCHIX Comparison Chart in %
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MCDFX vs. OCHIX commentary
Oct 14, 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 OCHIX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 104M vs. OCHIX (52.2M). MCDFX pays higher dividends than OCHIX: MCDFX (2.78) vs OCHIX (1.62). MCDFX was incepted earlier than OCHIX: MCDFX (16 years) vs OCHIX (8 years). OCHIX (1.92) is less costly to investors than MCDFX (1.32). OCHIX is a more actively managed with annual turnover of: 155.00 vs. MCDFX (75.80). MCDFX has a lower initial minimum investment than OCHIX: MCDFX (2500) vs OCHIX (1000000). OCHIX annual gain was more profitable for investors over the last year : 26.04 vs. MCDFX (17.10). MCDFX return over 5 years is better than : -5.54 vs. OCHIX (-42.92).
| MCDFX | OCHIX | MCDFX / OCHIX | |
| Total Expense Ratio | 1.32 | 1.55 | 85% |
| Annual Report Gross Expense Ratio | 1.32 | 1.92 | 69% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 26.464 | 37.518 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 52.2M | 199% |
| Annual Yield % from dividends | 2.78 | 1.62 | 171% |
| Returns for 1 year | 17.10 | 26.04 | 66% |
| Returns for 3 years | 37.35 | 48.62 | 77% |
| Returns for 5 years | -5.54 | -42.92 | 13% |
| Returns for 10 years | 34.01 | N/A | - |
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