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MCDFX vs WCMCX
MCDFX vs WCMCX Comparison
Open Charts MCDFX vs WCMCX
Matthews China Dividend Investor
Price$13.30
Change-$0.20 (-1.48%)
VolumeN/A
Net Assets93.92M
WCM China Quality Growth Institutional
Price$9.63
Change-$0.16 (-1.63%)
VolumeN/A
Net Assets1.78M
MCDFX vs WCMCX Comparison Chart
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FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 93.9M vs. WCMCX (1.78M). MCDFX pays higher dividends than WCMCX: MCDFX (3.62) vs WCMCX (2.03). MCDFX was incepted earlier than WCMCX: MCDFX (16 years) vs WCMCX (5 years). WCMCX (13.20) is less costly to investors than MCDFX (1.32). MCDFX (75.80) and WCMCX (74.00) have comparable annual turnover. MCDFX has a lower initial minimum investment than WCMCX: MCDFX (2500) vs WCMCX (100000). MCDFX annual gain was more profitable for investors over the last year : 22.13 vs. WCMCX (12.00). MCDFX return over 5 years is better than : -3.33 vs. WCMCX (-15.54).
| MCDFX | WCMCX | MCDFX / WCMCX | |
| Total Expense Ratio | 1.32 | 1.38 | 96% |
| Annual Report Gross Expense Ratio | 1.32 | 13.20 | 10% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 12.616 | 10.945 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.9M | 1.78M | 5,290% |
| Annual Yield % from dividends | 3.62 | 2.03 | 178% |
| Returns for 1 year | 22.13 | 12.00 | 184% |
| Returns for 3 years | 3.33 | -12.88 | -26% |
| Returns for 5 years | -3.33 | -15.54 | 21% |
| Returns for 10 years | 2.16 | N/A | - |
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