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EVCGX vs MCDFX
EVCGX vs MCDFX Comparison
Open Charts EVCGX vs MCDFX
Eaton Vance China Equity A
Price$18.82
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets45.5M
Matthews China Dividend Investor
Price$14.91
Change-$0.10 (-0.67%)
VolumeN/A
Net Assets103.71M
EVCGX vs MCDFX Comparison Chart in %
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EVCGX vs. MCDFX commentary
Oct 19, 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 Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 104M vs. EVCGX (45.5M). MCDFX pays higher dividends than EVCGX: MCDFX (2.78) vs EVCGX (1.58). 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). EVCGX (77.00) and MCDFX (75.80) have comparable annual turnover. EVCGX has a lower initial minimum investment than MCDFX: EVCGX (1000) vs MCDFX (2500). EVCGX annual gain was more profitable for investors over the last year : 33.33 vs. MCDFX (27.74). MCDFX return over 5 years is better than : -3.89 vs. EVCGX (-29.20).
| 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 | 30.876 | 28.884 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 104M | 44% |
| Annual Yield % from dividends | 1.58 | 2.78 | 57% |
| Returns for 1 year | 33.33 | 27.74 | 120% |
| Returns for 3 years | 22.15 | 36.75 | 60% |
| Returns for 5 years | -29.20 | -3.89 | 750% |
| Returns for 10 years | -4.82 | 36.67 | -13% |
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