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MCDFX vs OCHIX
MCDFX vs OCHIX Comparison
Open Charts MCDFX vs OCHIX
Matthews China Dividend Investor
Price$15.40
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets99.42M
Oberweis China Opportunities Instl
Price$10.21
Change+$0.15 (+1.49%)
VolumeN/A
Net Assets54.33M
MCDFX vs OCHIX Comparison Chart in %
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MCDFX vs. OCHIX commentary
Sep 18, 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 OCHIX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 99.4M vs. OCHIX (54.3M). MCDFX pays higher dividends than OCHIX: MCDFX (2.90) vs OCHIX (1.75). 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 (54.18) and MCDFX (51.60) have marching annual gain over last year. MCDFX return over 5 years is better than : -0.18 vs. OCHIX (-37.57).
| 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 | 32.169 | 43.509 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.4M | 54.3M | 183% |
| Annual Yield % from dividends | 2.90 | 1.75 | 166% |
| Returns for 1 year | 51.60 | 54.18 | 95% |
| Returns for 3 years | 30.24 | 39.09 | 77% |
| Returns for 5 years | -0.18 | -37.57 | 0% |
| Returns for 10 years | 49.59 | N/A | - |
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