Ad is loading...
MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$9.88
Change+$0.06 (+0.61%)
VolumeN/A
Net Assets66.54M
Matthews China Small Companies Instl
Price$9.87
Change+$0.06 (+0.61%)
VolumeN/A
Net Assets66.54M
MCSMX vs MICHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MCSMX vs. MICHX commentary
Apr 03, 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 (66.5M) and MICHX (66.5M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (1.48) vs MCSMX (1.25). MCSMX was incepted earlier than MICHX: MCSMX (14 years) vs MICHX (7 years). MCSMX (1.40) is less costly to investors than MICHX (1.26). MCSMX (59.05) and MICHX (59.05) have comparable annual turnover. MCSMX has a lower initial minimum investment than MICHX: MCSMX (2500) vs MICHX (100000). MICHX annual gain was more profitable for investors over the last year : 11.92 vs. MCSMX (10.95). MICHX return over 5 years is better than : -24.90 vs. MCSMX (-26.20).
| MCSMX | MICHX | MCSMX / MICHX | |
| Total Expense Ratio | 1.40 | 1.20 | 117% |
| Annual Report Gross Expense Ratio | 1.40 | 1.26 | 111% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 8.150 | 8.940 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.5M | 66.5M | 100% |
| Annual Yield % from dividends | 1.25 | 1.48 | 84% |
| Returns for 1 year | 10.95 | 11.92 | 92% |
| Returns for 3 years | -22.28 | -21.30 | 105% |
| Returns for 5 years | -26.20 | -24.90 | 105% |
| Returns for 10 years | 11.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JVSCX | 13.79 | 0.19 | +1.40% |
| Janus Henderson Small-Mid Cap Value C | |||
| CAVAX | 15.30 | N/A | N/A |
| SEI Catholic Values Equity F (SCVT) | |||
| HMEZX | 19.77 | N/A | N/A |
| NexPoint Merger Arbitrage Z | |||
| VEXMX | 131.59 | N/A | N/A |
| Vanguard Extended Market Index Investor | |||
| JOHAX | 23.19 | N/A | N/A |
| JOHCM International Select Investor | |||