Morgan Stanley China A Share Fund (CAF) Alternatives
Morgan Stanley China A Share Fund (CAF) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAF. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CAF
CAF charges 1.67% annually. Among mutual funds in the China Equities category, these options have the lowest expense ratios among CAF alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | Oct 2, 2018 | CAF vs FIQFX | |
| Fidelity China Region Fund | 0.91% | Nov 1, 1995 | CAF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | May 9, 2008 | CAF vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | Jul 6, 2021 | CAF vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | Jun 28, 2004 | CAF vs GOPIX |
Best Risk-Adjusted Alternatives to CAF
Among mutual funds in the China Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 91 | Dec 9, 2019 | CAF vs TRCLX | |
| Fidelity China Region Fund | 89 | Nov 1, 1995 | CAF vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 88 | Oct 2, 2018 | CAF vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 88 | May 9, 2008 | CAF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 88 | May 9, 2008 | CAF vs FHKAX |
Top Performing CAF Alternatives (YTD)
CAF alternatives from the China Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Matthews China Small Companies Fund | 10.66% | May 30, 2011 | CAF vs MCSMX | |
| T. Rowe Price China Evolution Equity Fund | 8.83% | Dec 9, 2019 | CAF vs TRCLX | |
| Oberweis China Opportunities Fund | 6.97% | Oct 2, 2005 | CAF vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | 5.55% | Oct 2, 2018 | CAF vs FIQFX | |
| Fidelity China Region Fund | 5.51% | Nov 1, 1995 | CAF vs FHKCX |
Lowest Volatility Alternatives to CAF
CAF alternatives from the China Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock China A Opportunities Fund | 17.24% | Dec 26, 2018 | CAF vs CHILX | |
| Guinness Atkinson China And Hong Kong Fund | 18.65% | Jun 29, 1994 | CAF vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | 19.55% | Dec 9, 2019 | CAF vs TRCLX | |
| Goldman Sachs China Equity Fund | 19.72% | Jul 7, 1994 | CAF vs GSAGX | |
| Eaton Vance Greater China Growth Fund | 20.52% | Oct 27, 1992 | CAF vs EVCGX |
Lowest Drawdown Alternatives to CAF
CAF alternatives from the China Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -11.64% | Dec 26, 2018 | CAF vs CHILX | |
| T. Rowe Price China Evolution Equity Fund | -13.78% | Dec 9, 2019 | CAF vs TRCLX | |
| Goldman Sachs China Equity Fund | -13.89% | Jul 7, 1994 | CAF vs GSAGX | |
| Guinness Atkinson China And Hong Kong Fund | -14.00% | Jun 29, 1994 | CAF vs ICHKX | |
| AB All China Equity Portfolio | -14.86% | Jul 24, 2018 | CAF vs ACEYX |
Other Mutual Funds from Morgan Stanley
Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.
Often Compared With CAF
What investors most often compare with CAF, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class C | China Equities | 87 | 5.23% | May 9, 2008 | CAF vs FCHKX | |
| Matthews China Dividend Fund | China Equities | — | — | Nov 29, 2009 | CAF vs MCDFX | |
| Matthews China Fund | China Equities | 9 | -9.47% | Feb 18, 1998 | CAF vs MCHFX | |
| Templeton Dragon Fund Inc. | China Equities | 23 | -4.88% | — | CAF vs TDF | |
| Fidelity Advisor China Region Fund Class M | China Equities | 87 | 5.37% | May 9, 2008 | CAF vs FHKTX | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | CAF vs WCQGX |
Compare CAF with Any Fund or Stock
Compare CAF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.