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MCDFX vs MCHFX
MCDFX vs MCHFX Comparison
Open Charts MCDFX vs MCHFX
Matthews China Dividend Investor
Price$13.30
Change-$0.20 (-1.48%)
VolumeN/A
Net Assets93.92M
Matthews China Investor
Price$14.62
Change-$0.28 (-1.88%)
VolumeN/A
Net Assets392.43M
MCDFX vs MCHFX Comparison Chart
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MCDFX vs. MCHFX commentary
Jun 16, 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 MCDFX is a Buy and MCHFX is a Hold.
FUNDAMENTALS
Fundamentals
MCHFX has more cash in the bank: 392M vs. MCDFX (93.9M). MCDFX pays higher dividends than MCHFX: MCDFX (3.62) vs MCHFX (1.82). MCDFX was incepted earlier than MCHFX: MCDFX (16 years) vs MCHFX (27 years). MCDFX (1.32) is less costly to investors than MCHFX (1.25). MCDFX is a more actively managed with annual turnover of: 75.80 vs. MCHFX (49.99). MCDFX (2500) and MCHFX (2500) have matching initial minimum investment requirements. MCHFX annual gain was more profitable for investors over the last year : 23.71 vs. MCDFX (22.13). MCDFX return over 5 years is better than : -3.33 vs. MCHFX (-26.40).
| MCDFX | MCHFX | MCDFX / MCHFX | |
| Total Expense Ratio | 1.32 | 1.25 | 106% |
| Annual Report Gross Expense Ratio | 1.32 | 1.25 | 106% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 12.616 | 8.780 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.9M | 392M | 24% |
| Annual Yield % from dividends | 3.62 | 1.82 | 198% |
| Returns for 1 year | 22.13 | 23.71 | 93% |
| Returns for 3 years | 3.33 | -8.10 | -41% |
| Returns for 5 years | -3.33 | -26.40 | 13% |
| Returns for 10 years | 2.16 | -37.20 | -6% |
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