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MCDFX vs OCHIX
MCDFX vs OCHIX Comparison
Open Charts MCDFX vs OCHIX
Matthews China Dividend Investor
Price$13.98
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets95.69M
Oberweis China Opportunities Instl
Price$8.92
Change+$0.08 (+0.90%)
VolumeN/A
Net Assets47.05M
MCDFX vs OCHIX Comparison Chart in %
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MCDFX vs. OCHIX commentary
Aug 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 Hold and OCHIX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 95.7M vs. OCHIX (47.1M). MCDFX pays higher dividends than OCHIX: MCDFX (3.08) vs OCHIX (1.90). 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 (39.08) and MCDFX (37.21) have marching annual gain over last year. MCDFX return over 5 years is better than : -11.04 vs. OCHIX (-48.22).
| MCDFX | OCHIX | MCDFX / OCHIX | |
| Total Expense Ratio | 1.32 | 1.92 | 69% |
| Annual Report Gross Expense Ratio | 1.32 | 1.92 | 69% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 18.252 | 23.252 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 47.1M | 203% |
| Annual Yield % from dividends | 3.08 | 1.90 | 162% |
| Returns for 1 year | 37.21 | 39.08 | 95% |
| Returns for 3 years | 9.56 | 5.96 | 160% |
| Returns for 5 years | -11.04 | -48.22 | 23% |
| Returns for 10 years | 20.82 | N/A | - |
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