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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$14.87
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets97.7M
Matthews China Small Companies Instl
Price$11.58
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets65.49M
MCDFX vs MICHX Comparison Chart in %
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MCDFX vs. MICHX commentary
Dec 27, 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 Hold and MICHX is a Buy.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 97.7M vs. MICHX (65.5M). MCDFX pays higher dividends than MICHX: MCDFX (2.83) vs MICHX (1.26). MCDFX was incepted earlier than MICHX: MCDFX (16 years) vs MICHX (8 years). MICHX (1.50) is less costly to investors than MCDFX (1.32). MCDFX is a more actively managed with annual turnover of: 75.80 vs. MICHX (54.39). MCDFX has a lower initial minimum investment than MICHX: MCDFX (2500) vs MICHX (100000). MCDFX (27.35) and MICHX (26.14) have marching annual gain over last year. MCDFX return over 5 years is better than : -8.14 vs. MICHX (-35.09).
| MCDFX | MICHX | MCDFX / MICHX | |
| Total Expense Ratio | 1.32 | 1.20 | 110% |
| Annual Report Gross Expense Ratio | 1.32 | 1.50 | 88% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 28.538 | 27.815 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 65.5M | 149% |
| Annual Yield % from dividends | 2.83 | 1.26 | 224% |
| Returns for 1 year | 27.35 | 26.14 | 105% |
| Returns for 3 years | 16.44 | 8.36 | 197% |
| Returns for 5 years | -8.14 | -35.09 | 23% |
| Returns for 10 years | 40.04 | N/A | - |
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