Matthews Asia ESG Fund (MASGX) belongs to the Asia Pacific Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MASGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MASGX
MASGX charges 1.24% annually. There are 32 mutual funds in the Asia Pacific Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Pacific Stock Index Fund Institutional Sh... | 0.08% | — | May 2000 | MASGX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.80B | Aug 2001 | MASGX vs VPADX | |
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | MASGX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | MASGX vs DFJSX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | MASGX vs DFRSX |
Best Risk-Adjusted Alternatives to MASGX
MASGX has a PortfoliosLab risk / return rank of 86. There are 16 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 92 | — | Dec 1999 | MASGX vs MATFX | |
| Fidelity Advisor China Region Fund Class Z | 92 | — | Oct 2018 | MASGX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 92 | — | May 2008 | MASGX vs FHKIX | |
| Fidelity China Region Fund | 92 | — | Nov 1995 | MASGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 92 | — | May 2008 | MASGX vs FHKAX |
Top Performing MASGX Alternatives (YTD)
MASGX is at 42.67% YTD. There are 2 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 54.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 54.12% | — | Dec 1999 | MASGX vs MATFX | |
| Matthews China Small Companies Fund | 43.09% | — | May 2011 | MASGX vs MCSMX | |
| AMG Veritas Asia Pacific Fund | 36.24% | — | May 1984 | MASGX vs MGSEX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 34.15% | — | Oct 2018 | MASGX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 34.07% | — | Jun 1999 | MASGX vs FERIX |
Lowest Volatility Alternatives to MASGX
MASGX has 25.92% 1-year volatility. There are 52 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.37% | — | May 1994 | MASGX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.12% | 4.59M | Feb 2011 | MASGX vs INDAX | |
| Matthews India Fund | 16.02% | — | Oct 2005 | MASGX vs MINDX | |
| DFA Asia Pacific Small Company | 16.30% | — | Jan 1993 | MASGX vs DFRSX | |
| T. Rowe Price Asia Opportunities Fund | 16.59% | — | May 2014 | MASGX vs PAAOX |
Lowest Drawdown Alternatives to MASGX
MASGX has a 1-year max drawdown of -14.20%. There are 39 mutual funds in the Asia Pacific Equities category with shallower 1-year drawdowns, going as shallow as -8.54%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.54% | — | Dec 2018 | MASGX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | MASGX vs OBCHX | |
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | MASGX vs IASMX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | MASGX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | MASGX vs FIQFX |
Other Mutual Funds from Matthews
The 5 most viewed Matthews mutual funds shown here include MSMLX, MCHFX, MAPTX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 34 | 23.91% | — | Sep 2008 | MASGX vs MSMLX | |
| Matthews China Fund | China Equities, Asia Pacific Equities | 14 | -0.46% | — | Feb 1998 | MASGX vs MCHFX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 80 | 26.64% | — | Sep 1994 | MASGX vs MAPTX | |
| Matthews Japan Fund | Japan Equities, Asia Pacific Equities | 47 | 18.75% | — | Dec 1998 | MASGX vs MJFOX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 75 | 28.19% | — | Apr 2020 | MASGX vs MEGMX |
Often Compared With MASGX
Investors most often compare MASGX with HAWX, ASIAX, VWO. These 14 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MASGX with Any Fund or Stock
Compare MASGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MASGX with funds that move differently
Matthews Asia ESG Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MASGX.
Explore MASGX Diversifiers