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MICHX vs OCHIX
MICHX vs OCHIX Comparison
Open Charts MICHX vs OCHIX
Matthews China Small Companies Instl
Price$10.83
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets66.26M
Oberweis China Opportunities Instl
Price$8.92
Change+$0.08 (+0.90%)
VolumeN/A
Net Assets47.05M
MICHX vs OCHIX Comparison Chart in %
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MICHX vs. OCHIX commentary
Aug 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 OCHIX is a Hold.
FUNDAMENTALS
Fundamentals
MICHX has more cash in the bank: 66.3M vs. OCHIX (47.1M). OCHIX pays higher dividends than MICHX: OCHIX (1.90) vs MICHX (1.35). 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 : 39.08 vs. MICHX (35.08). MICHX (-47.58) and OCHIX (-48.22) have equivalent 5 years return.
| MICHX | OCHIX | MICHX / OCHIX | |
| Total Expense Ratio | 1.20 | 1.92 | 63% |
| Annual Report Gross Expense Ratio | 1.50 | 1.92 | 78% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 16.225 | 23.252 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 47.1M | 141% |
| Annual Yield % from dividends | 1.35 | 1.90 | 71% |
| Returns for 1 year | 35.08 | 39.08 | 90% |
| Returns for 3 years | -9.91 | 5.96 | -166% |
| Returns for 5 years | -47.58 | -48.22 | 99% |
| Returns for 10 years | N/A | N/A | - |
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