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MCHFX vs MCSMX
MCHFX vs MCSMX Comparison
Open Charts MCHFX vs MCSMX
Matthews China Investor
Price$17.97
Change-$0.13 (-0.72%)
VolumeN/A
Net Assets440.75M
Matthews China Small Companies
Price$11.94
Change-$0.12 (-1.00%)
VolumeN/A
Net Assets71.64M
MCHFX vs MCSMX Comparison Chart in %
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MCHFX vs. MCSMX commentary
Sep 28, 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 MCHFX is a StrongBuy and MCSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCHFX has more cash in the bank: 441M vs. MCSMX (71.6M). MCHFX pays higher dividends than MCSMX: MCHFX (1.49) vs MCSMX (1.04). MCHFX was incepted earlier than MCSMX: MCHFX (28 years) vs MCSMX (14 years). MCSMX (1.61) is less costly to investors than MCHFX (1.25). MCSMX is a more actively managed with annual turnover of: 54.39 vs. MCHFX (49.99). MCHFX (2500) and MCSMX (2500) have matching initial minimum investment requirements. MCSMX annual gain was more profitable for investors over the last year : 34.90 vs. MCHFX (32.77). MCHFX return over 5 years is better than : -21.32 vs. MCSMX (-36.58).
| MCHFX | MCSMX | MCHFX / MCSMX | |
| Total Expense Ratio | 1.25 | 1.40 | 89% |
| Annual Report Gross Expense Ratio | 1.25 | 1.61 | 78% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 33.705 | 31.498 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 71.6M | 616% |
| Annual Yield % from dividends | 1.49 | 1.04 | 143% |
| Returns for 1 year | 32.77 | 34.90 | 94% |
| Returns for 3 years | 34.62 | 19.61 | 177% |
| Returns for 5 years | -21.32 | -36.58 | 58% |
| Returns for 10 years | 1.75 | 56.46 | 3% |
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