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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$11.35
Change+$0.27 (+2.44%)
VolumeN/A
Net Assets66.26M
Matthews China Small Companies Instl
Price$11.34
Change+$0.27 (+2.44%)
VolumeN/A
Net Assets66.26M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Aug 18, 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 MCSMX is a Hold and MICHX is a Hold.
FUNDAMENTALS
Fundamentals
MCSMX (66.3M) and MICHX (66.3M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (1.35) vs MCSMX (1.14). MCSMX was incepted earlier than MICHX: MCSMX (14 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 (42.24) and MCSMX (42.01) have marching annual gain over last year. MICHX (-40.89) and MCSMX (-41.54) 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 | 14 years | 8 years | - |
| Gain YTD | 25.000 | 25.166 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 66.3M | 100% |
| Annual Yield % from dividends | 1.14 | 1.35 | 84% |
| Returns for 1 year | 42.01 | 42.24 | 99% |
| Returns for 3 years | -5.57 | -5.03 | 111% |
| Returns for 5 years | -41.54 | -40.89 | 102% |
| Returns for 10 years | 37.05 | N/A | - |
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