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MCDFX vs WCMCX
MCDFX vs WCMCX Comparison
Open Charts MCDFX vs WCMCX
Matthews China Dividend Investor
Price$14.07
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets90.37M
WCM China Quality Growth Institutional
Price$10.39
Change-$0.20 (-1.89%)
VolumeN/A
Net Assets1.93M
MCDFX vs WCMCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MCDFX has more cash in the bank: 90.4M vs. WCMCX (1.93M). MCDFX pays higher dividends than WCMCX: MCDFX (3.26) vs WCMCX (1.94). 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 : 40.17 vs. WCMCX (36.35). MCDFX return over 5 years is better than : -4.14 vs. WCMCX (-19.45).
| 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 | 21.623 | 19.700 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.4M | 1.93M | 4,686% |
| Annual Yield % from dividends | 3.26 | 1.94 | 168% |
| Returns for 1 year | 40.17 | 36.35 | 111% |
| Returns for 3 years | 10.53 | -4.42 | -238% |
| Returns for 5 years | -4.14 | -19.45 | 21% |
| Returns for 10 years | 24.60 | N/A | - |
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