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MICHX vs OCHIX
MICHX vs OCHIX Comparison
Open Charts MICHX vs OCHIX
Matthews China Small Companies Instl
Price$11.84
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets72.74M
Oberweis China Opportunities Instl
Price$9.95
Change+$0.31 (+3.22%)
VolumeN/A
Net Assets52.2M
MICHX vs OCHIX Comparison Chart in %
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MICHX vs. OCHIX commentary
Oct 14, 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 OCHIX is a Buy.
FUNDAMENTALS
Fundamentals
MICHX has more cash in the bank: 72.7M vs. OCHIX (52.2M). OCHIX pays higher dividends than MICHX: OCHIX (1.62) vs MICHX (1.19). MICHX was incepted earlier than OCHIX: MICHX (8 years) vs OCHIX (8 years). OCHIX (1.92) is less costly to investors than MICHX (1.50). OCHIX is a more actively managed with annual turnover of: 155.00 vs. MICHX (54.39). MICHX has a lower initial minimum investment than OCHIX: MICHX (100000) vs OCHIX (1000000). OCHIX annual gain was more profitable for investors over the last year : 26.04 vs. MICHX (24.73). MICHX (-41.57) and OCHIX (-42.92) have equivalent 5 years return.
| MICHX | OCHIX | MICHX / OCHIX | |
| Total Expense Ratio | 1.20 | 1.55 | 77% |
| Annual Report Gross Expense Ratio | 1.50 | 1.92 | 78% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 29.139 | 37.518 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.7M | 52.2M | 139% |
| Annual Yield % from dividends | 1.19 | 1.62 | 73% |
| Returns for 1 year | 24.73 | 26.04 | 95% |
| Returns for 3 years | 27.15 | 48.62 | 56% |
| Returns for 5 years | -41.57 | -42.92 | 97% |
| Returns for 10 years | N/A | N/A | - |
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