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GSAIX vs MCDFX
GSAIX vs MCDFX Comparison
Open Charts GSAIX vs MCDFX
Goldman Sachs China Equity Instl
Price$24.48
Change-$0.13 (-0.53%)
VolumeN/A
Net Assets34.93M
Matthews China Dividend Investor
Price$13.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets90.37M
GSAIX vs MCDFX Comparison Chart in %
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GSAIX vs. MCDFX commentary
Jul 08, 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 GSAIX is a Hold and MCDFX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 90.4M vs. GSAIX (34.9M). MCDFX pays higher dividends than GSAIX: MCDFX (3.26) vs GSAIX (1.36). GSAIX was incepted earlier than MCDFX: GSAIX (29 years) vs MCDFX (16 years). GSAIX (1.94) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. GSAIX (70.00). MCDFX has a lower initial minimum investment than GSAIX: MCDFX (2500) vs GSAIX (1000000). GSAIX annual gain was more profitable for investors over the last year : 27.82 vs. MCDFX (23.77). MCDFX return over 5 years is better than : -8.58 vs. GSAIX (-23.30).
| GSAIX | MCDFX | GSAIX / MCDFX | |
| Total Expense Ratio | 1.10 | 1.32 | 83% |
| Annual Report Gross Expense Ratio | 1.94 | 1.32 | 147% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 15.866 | 13.498 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9M | 90.4M | 39% |
| Annual Yield % from dividends | 1.36 | 3.26 | 42% |
| Returns for 1 year | 27.82 | 23.77 | 117% |
| Returns for 3 years | -11.78 | -1.98 | 595% |
| Returns for 5 years | -23.30 | -8.58 | 272% |
| Returns for 10 years | 15.21 | 14.34 | 106% |
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