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MICHX vs OCHIX
MICHX vs OCHIX Comparison
Open Charts MICHX vs OCHIX
Matthews China Small Companies Instl
Price$12.83
Change+$0.65 (+5.34%)
VolumeN/A
Net Assets72.17M
Oberweis China Opportunities Instl
Price$10.74
Change+$0.35 (+3.37%)
VolumeN/A
Net Assets56.62M
MICHX vs OCHIX Comparison Chart in %
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MICHX vs. OCHIX commentary
Feb 05, 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 MICHX is a Hold and OCHIX is a Buy.
FUNDAMENTALS
Fundamentals
MICHX has more cash in the bank: 72.2M vs. OCHIX (56.6M). MICHX pays higher dividends than OCHIX: MICHX (2.20) vs OCHIX (1.09). MICHX was incepted earlier than OCHIX: MICHX (8 years) vs OCHIX (9 years). OCHIX (1.92) is less costly to investors than MICHX (1.50). OCHIX is a more actively managed with annual turnover of: 155.00 vs. MICHX (54.39). MICHX has a lower initial minimum investment than OCHIX: MICHX (100000) vs OCHIX (1000000). OCHIX annual gain was more profitable for investors over the last year : 52.04 vs. MICHX (42.61). MICHX return over 5 years is better than : -36.41 vs. OCHIX (-43.60).
| MICHX | OCHIX | MICHX / OCHIX | |
| Total Expense Ratio | 1.20 | 1.55 | 77% |
| Annual Report Gross Expense Ratio | 1.50 | 1.92 | 78% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 12.347 | 9.816 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 56.6M | 128% |
| Annual Yield % from dividends | 2.20 | 1.09 | 201% |
| Returns for 1 year | 42.61 | 52.04 | 82% |
| Returns for 3 years | 11.09 | 44.11 | 25% |
| Returns for 5 years | -36.41 | -43.60 | 84% |
| Returns for 10 years | N/A | N/A | - |
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