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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$11.49
Change-$0.32 (-2.71%)
VolumeN/A
Net Assets72.74M
Matthews China Small Companies Instl
Price$11.49
Change-$0.31 (-2.63%)
VolumeN/A
Net Assets72.74M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Oct 19, 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 (72.7M) and MICHX (72.7M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (1.19) vs MCSMX (1.01). 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 (29.85) and MCSMX (29.67) have marching annual gain over last year. MICHX (-41.98) and MCSMX (-42.64) 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 | 26.542 | 26.821 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.7M | 72.7M | 100% |
| Annual Yield % from dividends | 1.01 | 1.19 | 84% |
| Returns for 1 year | 29.67 | 29.85 | 99% |
| Returns for 3 years | 21.07 | 21.76 | 97% |
| Returns for 5 years | -42.64 | -41.98 | 102% |
| Returns for 10 years | 37.39 | N/A | - |
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