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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$11.34
Change-$0.18 (-1.56%)
VolumeN/A
Net Assets68.23M
Matthews China Small Companies Instl
Price$11.34
Change-$0.18 (-1.56%)
VolumeN/A
Net Assets68.23M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Nov 19, 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 MCSMX is a Hold and MICHX is a Hold.
FUNDAMENTALS
Fundamentals
MCSMX (68.2M) and MICHX (68.2M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (1.23) vs MCSMX (1.04). MCSMX was incepted earlier than MICHX: MCSMX (14 years) vs MICHX (8 years). MCSMX (1.61) is less costly to investors than MICHX (1.50). MCSMX (54.39) and MICHX (54.39) have comparable annual turnover. MCSMX has a lower initial minimum investment than MICHX: MCSMX (2500) vs MICHX (100000). MICHX (30.04) and MCSMX (29.72) have marching annual gain over last year. MICHX (-41.91) and MCSMX (-42.55) have equivalent 5 years return.
| MCSMX | MICHX | MCSMX / MICHX | |
| Total Expense Ratio | 1.40 | 1.20 | 117% |
| Annual Report Gross Expense Ratio | 1.61 | 1.50 | 107% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 26.872 | 27.152 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 68.2M | 100% |
| Annual Yield % from dividends | 1.04 | 1.23 | 84% |
| Returns for 1 year | 29.72 | 30.04 | 99% |
| Returns for 3 years | 12.21 | 12.88 | 95% |
| Returns for 5 years | -42.55 | -41.91 | 102% |
| Returns for 10 years | 33.15 | N/A | - |
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