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 Asia Pacific Small Company | 0.42% | — | Jan 1993 | MASGX vs DFRSX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | MASGX vs DFJSX |
Best Risk-Adjusted Alternatives to MASGX
MASGX has a PortfoliosLab risk / return rank of 66. There are 22 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 84 | — | Nov 1995 | MASGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 84 | — | Oct 2018 | MASGX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 83 | — | May 2008 | MASGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 83 | — | May 2008 | MASGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 82 | — | May 2008 | MASGX vs FHKTX |
Top Performing MASGX Alternatives (YTD)
MASGX is at 28.81% YTD. There is 1 mutual fund in the Asia Pacific Equities category with a higher YTD return, going as high as 36.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 36.26% | — | Dec 1999 | MASGX vs MATFX | |
| Fidelity Advisor China Region Fund Class Z | 25.90% | — | Oct 2018 | MASGX vs FIQFX | |
| Fidelity China Region Fund | 25.83% | — | Nov 1995 | MASGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 25.81% | — | May 2008 | MASGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 25.60% | — | May 2008 | MASGX vs FHKAX |
Lowest Volatility Alternatives to MASGX
MASGX has 27.59% 1-year volatility. There are 52 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.56% | — | May 1994 | MASGX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.50% | 4.59M | Feb 2011 | MASGX vs INDAX | |
| Matthews India Fund | 16.29% | — | Oct 2005 | MASGX vs MINDX | |
| DFA Asia Pacific Small Company | 16.47% | — | Jan 1993 | MASGX vs DFRSX | |
| T. Rowe Price Asia Opportunities Fund | 16.49% | — | May 2014 | MASGX vs PAAOX |
Lowest Drawdown Alternatives to MASGX
MASGX has a 1-year max drawdown of -19.80%. There are 47 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 | |
| Morgan Stanley China A Share Fund | -10.98% | — | Jul 2006 | MASGX vs CAF | |
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | MASGX vs CNJFX | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | MASGX vs CHILX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | MASGX vs ASIAX |
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 Equities | 25 | 13.53% | — | Sep 2008 | MASGX vs MSMLX | |
| Matthews China Fund | China Equities, Asia Pacific Equities | 10 | -1.80% | — | Feb 1998 | MASGX vs MCHFX | |
| Matthews China Small Companies Fund | China Equities, Asia Pacific Equities | 34 | 20.37% | — | May 2011 | MASGX vs MCSMX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 56 | 19.29% | — | Sep 1994 | MASGX vs MAPTX | |
| Matthews Japan Fund | Japan Equities, Asia Pacific Equities | 51 | 16.42% | — | Dec 1998 | MASGX vs MJFOX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Equities | 56 | 21.66% | — | Apr 2020 | MASGX vs MEGMX |
Often Compared With MASGX
Investors most often compare MASGX with HAWX, FERIX, FIQPX. These 19 comparison targets span 9 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