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MCDFX vs WCQGX
MCDFX vs WCQGX Comparison
Open Charts MCDFX vs WCQGX
Matthews China Dividend Investor
Price$12.17
Change+$0.18 (+1.50%)
VolumeN/A
Net Assets93.92M
WCM China Quality Growth Investor
Price$8.53
Change+$0.22 (+2.65%)
VolumeN/A
Net Assets1.61M
MCDFX vs WCQGX Comparison Chart
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MCDFX vs. WCQGX commentary
Apr 12, 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 WCQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. WCQGX (1.61M). MCDFX pays higher dividends than WCQGX: MCDFX (3.57) vs WCQGX (1.82). MCDFX was incepted earlier than WCQGX: MCDFX (15 years) vs WCQGX (5 years). WCQGX (5.46) is less costly to investors than MCDFX (1.17). WCQGX is a more actively managed with annual turnover of: 57.00 vs. MCDFX (27.30). WCQGX has a lower initial minimum investment than MCDFX: WCQGX (1000) vs MCDFX (2500). MCDFX annual gain was more profitable for investors over the last year : 19.13 vs. WCQGX (2.28). MCDFX return over 5 years is better than : -4.06 vs. WCQGX (-16.82).
| MCDFX | WCQGX | MCDFX / WCQGX | |
| Total Expense Ratio | 1.17 | 1.50 | 78% |
| Annual Report Gross Expense Ratio | 1.17 | 5.46 | 21% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 1.524 | -3.596 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.9M | 1.61M | 5,836% |
| Annual Yield % from dividends | 3.57 | 1.82 | 196% |
| Returns for 1 year | 19.13 | 2.28 | 839% |
| Returns for 3 years | -8.99 | -26.34 | 34% |
| Returns for 5 years | -4.06 | -16.82 | 24% |
| Returns for 10 years | -2.56 | N/A | - |
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