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 28 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 | |
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | MATFX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | MATFX vs DFJSX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | MATFX vs DFRSX |
Best Risk-Adjusted Alternatives to MATFX
MATFX has a PortfoliosLab risk / return rank of 92. No mutual funds in the Asia Pacific Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 92 | — | Oct 2018 | MATFX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 92 | — | May 2008 | MATFX vs FHKIX | |
| Fidelity China Region Fund | 92 | — | Nov 1995 | MATFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 92 | — | May 2008 | MATFX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 92 | — | May 2008 | MATFX vs FHKTX |
Top Performing MATFX Alternatives (YTD)
MATFX is at 54.12% YTD. No mutual funds in the Asia Pacific Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 43.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 43.09% | — | May 2011 | MATFX vs MCSMX | |
| Matthews Asia ESG Fund | 42.67% | — | Apr 2015 | MATFX vs MASGX | |
| AMG Veritas Asia Pacific Fund | 36.24% | — | May 1984 | MATFX vs MGSEX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 34.15% | — | Oct 2018 | MATFX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 34.07% | — | Jun 1999 | MATFX vs FERIX |
Lowest Volatility Alternatives to MATFX
MATFX has 28.31% 1-year volatility. There are 55 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 | MATFX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.12% | 4.59M | Feb 2011 | MATFX vs INDAX | |
| Matthews India Fund | 16.02% | — | Oct 2005 | MATFX vs MINDX | |
| DFA Asia Pacific Small Company | 16.30% | — | Jan 1993 | MATFX vs DFRSX | |
| T. Rowe Price Asia Opportunities Fund | 16.59% | — | May 2014 | MATFX vs PAAOX |
Lowest Drawdown Alternatives to MATFX
MATFX has a 1-year max drawdown of -11.34%. There are 11 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 | MATFX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | MATFX vs OBCHX | |
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | MATFX vs IASMX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | MATFX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | MATFX 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 | MATFX vs MSMLX | |
| Matthews China Fund | China Equities, Asia Pacific Equities | 14 | -0.46% | — | Feb 1998 | MATFX vs MCHFX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 80 | 26.64% | — | Sep 1994 | MATFX vs MAPTX | |
| Matthews Japan Fund | Japan Equities, Asia Pacific Equities | 47 | 18.75% | — | Dec 1998 | MATFX vs MJFOX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 75 | 28.19% | — | Apr 2020 | MATFX vs MEGMX |
Often Compared With MATFX
Investors most often compare MATFX with EEMA, MSFT, SPY. These 18 comparison targets span 6 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