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 14 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% | 13.10B | Aug 2001 | MASGX vs VPADX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | MASGX vs DFRSX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 0.81% | — | Oct 2018 | MASGX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 0.94% | — | Jun 1999 | MASGX vs FERIX |
Best Risk-Adjusted Alternatives to MASGX
MASGX has a PortfoliosLab risk / return rank of 91. There are 9 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 97 | — | Dec 1999 | MASGX vs MATFX | |
| AMG Veritas Asia Pacific Fund | 95 | — | May 1984 | MASGX vs MGSEX | |
| Fidelity Emerging Asia Fund | 94 | — | Apr 1993 | MASGX vs FSEAX | |
| Fidelity Advisor Emerging Asia Fund Class I | 94 | — | Jun 1999 | MASGX vs FERIX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 94 | — | Oct 2018 | MASGX vs FIQPX |
Top Performing MASGX Alternatives (YTD)
MASGX is at 47.58% YTD. There are 2 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 64.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 64.51% | — | Dec 1999 | MASGX vs MATFX | |
| AMG Veritas Asia Pacific Fund | 53.60% | — | May 1984 | MASGX vs MGSEX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 40.28% | — | Oct 2018 | MASGX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 40.20% | — | Jun 1999 | MASGX vs FERIX | |
| Fidelity Advisor Emerging Asia Fund Class A | 40.03% | — | Mar 1994 | MASGX vs FEAAX |
Lowest Volatility Alternatives to MASGX
MASGX has 21.97% 1-year volatility. There are 20 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 13.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 13.99% | — | May 1994 | MASGX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 14.51% | 4.59M | Feb 2011 | MASGX vs INDAX | |
| DFA Asia Pacific Small Company | 15.64% | — | Jan 1993 | MASGX vs DFRSX | |
| Matthews India Fund | 15.73% | — | Oct 2005 | MASGX vs MINDX | |
| Invesco EQV Asia Pacific Equity Fund | 15.75% | — | Nov 1997 | MASGX vs ASIAX |
Lowest Drawdown Alternatives to MASGX
MASGX has a 1-year max drawdown of -14.20%. There are 14 mutual funds in the Asia Pacific Equities category with shallower 1-year drawdowns, going as shallow as -10.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | MASGX vs IASMX | |
| Matthews Asia Innovators Fund | -11.33% | — | Dec 1999 | MASGX vs MATFX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | MASGX vs ASIAX | |
| Fidelity Pacific Basin Fund | -12.25% | — | Oct 1986 | MASGX vs FPBFX | |
| Vanguard Pacific Stock Index Fund Institutional Sh... | -13.40% | — | May 2000 | MASGX vs VPKIX |
Other Mutual Funds from Matthews
The 6 most viewed Matthews mutual funds shown here include MSMLX, MCHFX, MCSMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 46 | 25.47% | — | Sep 2008 | MASGX vs MSMLX | |
| Matthews China Fund | China Equities | 22 | 3.02% | — | Feb 1998 | MASGX vs MCHFX | |
| Matthews China Small Companies Fund | China Equities | 92 | 42.66% | — | May 2011 | MASGX vs MCSMX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 93 | 36.79% | — | Sep 1994 | MASGX vs MAPTX | |
| Matthews Japan Fund | Japan Equities | 23 | 16.96% | — | Dec 1998 | MASGX vs MJFOX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 90 | 37.52% | — | Apr 2020 | MASGX vs MEGMX |
Often Compared With MASGX
Investors most often compare MASGX with HAWX, PAAOX, VWO. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares Currency Hedged MSCI ACWI ex U.S. ETF | Foreign Large Cap Equities | 82 | 16.08% | 345.70M | Jun 2015 | MASGX vs HAWX | |
| T. Rowe Price Asia Opportunities Fund | Asia Pacific Equities | 34 | 7.13% | — | May 2014 | MASGX vs PAAOX | |
| Vanguard FTSE Emerging Markets ETF | Emerging Markets Equities | 56 | 12.22% | 159.90B | Mar 2005 | MASGX vs VWO | |
| Fidelity Advisor Emerging Asia Fund Class C | Asia Pacific Equities | 93 | 39.60% | — | Jun 1999 | MASGX vs FERCX | |
| Voya Asia Pacific High Dividend Equity Income Fund | Asia Pacific Equities | 75 | 30.87% | — | Mar 2007 | MASGX vs IAE | |
| The Taiwan Fund Inc. | Asia Pacific Equities | 99 | 86.31% | — | — | MASGX vs TWN | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -10.58% | — | Apr 2011 | MASGX vs WAINX | |
| T. Rowe Price New Asia Fund | Asia Pacific Equities | 85 | 31.43% | — | Sep 1990 | MASGX vs PRASX | |
| Fidelity Advisor Emerging Asia Fund Class M | Asia Pacific Equities | 94 | 39.88% | — | Jun 1999 | MASGX vs FEATX | |
| Morgan Stanley Institutional Fund, Inc. Asia Oppor... | Asia Pacific Equities | 9 | 20.18% | — | Dec 2015 | MASGX vs MSAQX |
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