Matthews Asia Innovators Fund (MATFX) 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 MATFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MATFX
MATFX charges 1.18% annually. There are 11 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 | MATFX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.80B | Aug 2001 | MATFX vs VPADX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | MATFX vs DFRSX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 0.81% | — | Oct 2018 | MATFX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 0.94% | — | Jun 1999 | MATFX vs FERIX |
Best Risk-Adjusted Alternatives to MATFX
MATFX has a PortfoliosLab risk / return rank of 97. No mutual funds in the Asia Pacific Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia ESG Fund | 93 | — | Apr 2015 | MATFX vs MASGX | |
| AMG Veritas Asia Pacific Fund | 92 | — | May 1984 | MATFX vs MGSEX | |
| Matthews Pacific Tiger Fund | 92 | — | Sep 1994 | MATFX vs MAPTX | |
| Fidelity Emerging Asia Fund | 92 | — | Apr 1993 | MATFX vs FSEAX | |
| Fidelity Advisor Emerging Asia Fund Class I | 92 | — | Jun 1999 | MATFX vs FERIX |
Top Performing MATFX Alternatives (YTD)
MATFX is at 71.69% YTD. No mutual funds in the Asia Pacific Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 55.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Veritas Asia Pacific Fund | 55.31% | — | May 1984 | MATFX vs MGSEX | |
| Matthews Asia ESG Fund | 54.22% | — | Apr 2015 | MATFX vs MASGX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 41.69% | — | Oct 2018 | MATFX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 41.61% | — | Jun 1999 | MATFX vs FERIX | |
| Fidelity Advisor Emerging Asia Fund Class A | 41.43% | — | Mar 1994 | MATFX vs FEAAX |
Lowest Volatility Alternatives to MATFX
MATFX has 26.09% 1-year volatility. There are 21 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.14% | — | May 1994 | MATFX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 14.85% | 4.59M | Feb 2011 | MATFX vs INDAX | |
| Matthews India Fund | 15.97% | — | Oct 2005 | MATFX vs MINDX | |
| DFA Asia Pacific Small Company | 16.09% | — | Jan 1993 | MATFX vs DFRSX | |
| Wasatch Emerging India Fund | 16.90% | — | Apr 2011 | MATFX vs WAINX |
Lowest Drawdown Alternatives to MATFX
MATFX has a 1-year max drawdown of -11.33%. There is 1 mutual fund in the Asia Pacific Equities category with a shallower 1-year drawdown, going as shallow as -10.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | MATFX vs IASMX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | MATFX vs ASIAX | |
| Fidelity Pacific Basin Fund | -12.25% | — | Oct 1986 | MATFX vs FPBFX | |
| Vanguard Pacific Stock Index Fund Institutional Sh... | -13.40% | — | May 2000 | MATFX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | -13.41% | 13.80B | Aug 2001 | MATFX vs VPADX |
Other Mutual Funds from Matthews
The 5 most viewed Matthews mutual funds shown here include MSMLX, MCHFX, MCSMX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 50 | 28.37% | — | Sep 2008 | MATFX vs MSMLX | |
| Matthews China Fund | China Equities | 25 | 5.06% | — | Feb 1998 | MATFX vs MCHFX | |
| Matthews China Small Companies Fund | China Equities | 96 | 55.33% | — | May 2011 | MATFX vs MCSMX | |
| Matthews Japan Fund | Japan Equities | 46 | 22.07% | — | Dec 1998 | MATFX vs MJFOX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 39.17% | — | Apr 2020 | MATFX vs MEGMX |
Often Compared With MATFX
Investors most often compare MATFX with EEMA, MSFT, SPY. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MATFX with Any Fund or Stock
Compare MATFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MATFX with funds that move differently
Matthews Asia Innovators Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MATFX.
Explore MATFX Diversifiers