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MCSMX vs MICHX
MCSMX vs MICHX Comparison
Open Charts MCSMX vs MICHX
Matthews China Small Companies
Price$11.56
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets68.23M
Matthews China Small Companies Instl
Price$11.57
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets68.23M
MCSMX vs MICHX Comparison Chart in %
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MCSMX vs. MICHX commentary
Dec 04, 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 StrongBuy and MICHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MCSMX (68.2M) and MICHX (68.2M) have equal amount of cash in the bank . MICHX pays higher dividends than MCSMX: MICHX (1.26) vs MCSMX (1.07). 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 (29.59) and MCSMX (29.41) have marching annual gain over last year. MICHX (-41.02) and MCSMX (-41.67) 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 | 27.974 | 28.256 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 68.2M | 100% |
| Annual Yield % from dividends | 1.07 | 1.26 | 84% |
| Returns for 1 year | 29.41 | 29.59 | 99% |
| Returns for 3 years | 6.96 | 7.63 | 91% |
| Returns for 5 years | -41.67 | -41.02 | 102% |
| Returns for 10 years | 34.02 | N/A | - |
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