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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$10.61
Change+$0.13 (+1.24%)
VolumeN/A
Net Assets62.28M
Matthews China Small Companies Instl
Price$10.60
Change+$0.13 (+1.24%)
VolumeN/A
Net Assets62.28M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Jul 16, 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 StrongBuy and MICHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCSMX (62.3M) and MICHX (62.3M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (1.45) vs MCSMX (1.22). 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 (25.14) and MCSMX (24.95) have marching annual gain over last year. MICHX (-42.81) and MCSMX (-43.43) 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 | 15.418 | 15.563 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 62.3M | 100% |
| Annual Yield % from dividends | 1.22 | 1.45 | 84% |
| Returns for 1 year | 24.95 | 25.14 | 99% |
| Returns for 3 years | -10.91 | -10.35 | 105% |
| Returns for 5 years | -43.43 | -42.81 | 101% |
| Returns for 10 years | 10.62 | N/A | - |
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