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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$12.08
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets65.03M
Matthews China Small Companies Instl
Price$12.05
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets65.03M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Jan 15, 2026
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 MCSMX is a Hold and MICHX is a Hold.
FUNDAMENTALS
Fundamentals
MCSMX (65M) and MICHX (65M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (2.44) vs MCSMX (2.23). MCSMX was incepted earlier than MICHX: MCSMX (15 years) vs MICHX (8 years). MCSMX (1.61) is less costly to investors than MICHX (1.50). MCSMX (54.39) and MICHX (54.39) have comparable annual turnover. MCSMX has a lower initial minimum investment than MICHX: MCSMX (2500) vs MICHX (100000). MICHX (41.59) and MCSMX (41.20) have marching annual gain over last year. MICHX (-37.62) and MCSMX (-38.28) have equivalent 5 years return.
| MCSMX | MICHX | MCSMX / MICHX | |
| Total Expense Ratio | 1.40 | 1.20 | 117% |
| Annual Report Gross Expense Ratio | 1.61 | 1.50 | 107% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 5.245 | 5.254 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65M | 65M | 100% |
| Annual Yield % from dividends | 2.23 | 2.44 | 91% |
| Returns for 1 year | 41.20 | 41.59 | 99% |
| Returns for 3 years | 3.06 | 3.66 | 84% |
| Returns for 5 years | -38.28 | -37.62 | 102% |
| Returns for 10 years | 74.05 | N/A | - |
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