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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$12.85
Change+$0.67 (+5.50%)
VolumeN/A
Net Assets71.18M
Matthews China Small Companies Instl
Price$12.83
Change+$0.65 (+5.34%)
VolumeN/A
Net Assets72.17M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Feb 04, 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
MICHX (72.2M) and MCSMX (71.2M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (2.20) vs MCSMX (2.01). 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 (42.61) and MCSMX (42.22) have marching annual gain over last year. MICHX (-36.41) and MCSMX (-37.09) 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 | 12.325 | 12.347 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 72.2M | 99% |
| Annual Yield % from dividends | 2.01 | 2.20 | 91% |
| Returns for 1 year | 42.22 | 42.61 | 99% |
| Returns for 3 years | 10.44 | 11.09 | 94% |
| Returns for 5 years | -37.09 | -36.41 | 102% |
| Returns for 10 years | 87.69 | N/A | - |
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