Interact to see
Advertisement
Advertisement
MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$11.92
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets71.64M
Matthews China Small Companies Instl
Price$11.91
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets71.64M
MCSMX vs MICHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MCSMX vs. MICHX commentary
Sep 17, 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 (71.6M) and MICHX (71.6M) 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 (54.49) and MCSMX (54.24) have marching annual gain over last year. MICHX (-38.83) and MCSMX (-39.48) 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 | 30.396 | 30.574 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 71.6M | 100% |
| Annual Yield % from dividends | 1.04 | 1.23 | 84% |
| Returns for 1 year | 54.24 | 54.49 | 100% |
| Returns for 3 years | 12.32 | 13.01 | 95% |
| Returns for 5 years | -39.48 | -38.83 | 102% |
| Returns for 10 years | 51.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers