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MICHX vs OBCHX
MICHX vs OBCHX Comparison
Open Charts MICHX vs OBCHX
Matthews China Small Companies Instl
Price$12.24
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets72.74M
Oberweis China Opportunities
Price$10.31
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets56.93M
MICHX vs OBCHX Comparison Chart in %
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MICHX vs. OBCHX commentary
Oct 06, 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 MICHX is a Hold and OBCHX is a Buy.
FUNDAMENTALS
Fundamentals
MICHX has more cash in the bank: 72.7M vs. OBCHX (56.9M). OBCHX pays higher dividends than MICHX: OBCHX (1.47) vs MICHX (1.19). MICHX was incepted earlier than OBCHX: MICHX (8 years) vs OBCHX (20 years). OBCHX (2.16) is less costly to investors than MICHX (1.50). OBCHX is a more actively managed with annual turnover of: 155.00 vs. MICHX (54.39). OBCHX has a lower initial minimum investment than MICHX: OBCHX (1000) vs MICHX (100000). OBCHX annual gain was more profitable for investors over the last year : 31.80 vs. MICHX (23.37). MICHX (-35.70) and OBCHX (-35.88) have equivalent 5 years return.
| MICHX | OBCHX | MICHX / OBCHX | |
| Total Expense Ratio | 1.20 | 2.16 | 56% |
| Annual Report Gross Expense Ratio | 1.50 | 2.16 | 69% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 35.099 | 49.637 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.7M | 56.9M | 128% |
| Annual Yield % from dividends | 1.19 | 1.47 | 81% |
| Returns for 1 year | 23.37 | 31.80 | 73% |
| Returns for 3 years | 23.22 | 48.38 | 48% |
| Returns for 5 years | -35.70 | -35.88 | 100% |
| Returns for 10 years | N/A | -15.68 | - |
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