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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$18.01
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets42.37M
Matthews China Dividend Investor
Price$14.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.7M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Dec 25, 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 EVCGX is a Buy and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 97.7M vs. EVCGX (42.4M). MCDFX pays higher dividends than EVCGX: MCDFX (2.83) vs EVCGX (1.67). EVCGX was incepted earlier than MCDFX: EVCGX (33 years) vs MCDFX (16 years). EVCGX (1.93) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. EVCGX (48.00). EVCGX has a lower initial minimum investment than MCDFX: EVCGX (1000) vs MCDFX (2500). MCDFX annual gain was more profitable for investors over the last year : 26.20 vs. EVCGX (24.04). MCDFX return over 5 years is better than : -8.82 vs. EVCGX (-32.58).
| EVCGX | MCDFX | EVCGX / MCDFX | |
| Total Expense Ratio | 1.51 | 1.32 | 114% |
| Annual Report Gross Expense Ratio | 1.93 | 1.32 | 146% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 25.243 | 27.587 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 97.7M | 43% |
| Annual Yield % from dividends | 1.67 | 2.83 | 59% |
| Returns for 1 year | 24.04 | 26.20 | 92% |
| Returns for 3 years | 5.22 | 18.26 | 29% |
| Returns for 5 years | -32.58 | -8.82 | 370% |
| Returns for 10 years | -1.51 | 39.01 | -4% |
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