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MCDFX vs MICHX
MCDFX vs MICHX Comparison
Open Charts MCDFX vs MICHX
Matthews China Dividend Investor
Price$15.54
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets99.35M
Matthews China Small Companies Instl
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets68.23M
MCDFX vs MICHX Comparison Chart in %
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MCDFX vs. MICHX commentary
Nov 14, 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 MICHX is a Hold.
FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 99.3M vs. MICHX (68.2M). MCDFX pays higher dividends than MICHX: MCDFX (2.84) vs MICHX (1.23). 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 annual gain was more profitable for investors over the last year : 35.91 vs. MICHX (28.39). MCDFX return over 5 years is better than : -2.29 vs. MICHX (-40.13).
| 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 | 34.849 | 30.132 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.3M | 68.2M | 146% |
| Annual Yield % from dividends | 2.84 | 1.23 | 231% |
| Returns for 1 year | 35.91 | 28.39 | 126% |
| Returns for 3 years | 36.33 | 16.92 | 215% |
| Returns for 5 years | -2.29 | -40.13 | 6% |
| Returns for 10 years | 43.39 | N/A | - |
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