Matthews China Dividend Fund (MCDFX) Alternatives
Matthews China Dividend Fund (MCDFX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MCDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MCDFX
MCDFX charges 1.20% annually. Among mutual funds in the China Equities category, these options have the lowest expense ratios among MCDFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | Oct 2, 2018 | MCDFX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | Nov 1, 1995 | MCDFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | May 9, 2008 | MCDFX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | Jul 6, 2021 | MCDFX vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | Jun 28, 2004 | MCDFX vs GOPIX |
Best Risk-Adjusted Alternatives to MCDFX
Among mutual funds in the China Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 91 | Dec 9, 2019 | MCDFX vs TRCLX | |
| Morgan Stanley China A Share Fund | 89 | Jul 6, 2006 | MCDFX vs CAF | |
| Fidelity China Region Fund | 89 | Nov 1, 1995 | MCDFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 88 | Oct 2, 2018 | MCDFX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 88 | May 9, 2008 | MCDFX vs FHKIX |
Top Performing MCDFX Alternatives (YTD)
MCDFX alternatives from the China Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Matthews China Small Companies Fund | 10.66% | May 30, 2011 | MCDFX vs MCSMX | |
| T. Rowe Price China Evolution Equity Fund | 8.83% | Dec 9, 2019 | MCDFX vs TRCLX | |
| Oberweis China Opportunities Fund | 6.97% | Oct 2, 2005 | MCDFX vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | 5.55% | Oct 2, 2018 | MCDFX vs FIQFX | |
| Fidelity China Region Fund | 5.51% | Nov 1, 1995 | MCDFX vs FHKCX |
Lowest Volatility Alternatives to MCDFX
MCDFX alternatives from the China Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock China A Opportunities Fund | 17.24% | Dec 26, 2018 | MCDFX vs CHILX | |
| Guinness Atkinson China And Hong Kong Fund | 18.65% | Jun 29, 1994 | MCDFX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | 19.55% | Dec 9, 2019 | MCDFX vs TRCLX | |
| Goldman Sachs China Equity Fund | 19.72% | Jul 7, 1994 | MCDFX vs GSAGX | |
| Morgan Stanley China A Share Fund | 19.73% | Jul 6, 2006 | MCDFX vs CAF |
Lowest Drawdown Alternatives to MCDFX
MCDFX alternatives from the China Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -11.45% | Jul 6, 2006 | MCDFX vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | Dec 26, 2018 | MCDFX vs CHILX | |
| T. Rowe Price China Evolution Equity Fund | -13.78% | Dec 9, 2019 | MCDFX vs TRCLX | |
| Goldman Sachs China Equity Fund | -13.89% | Jul 7, 1994 | MCDFX vs GSAGX | |
| Guinness Atkinson China And Hong Kong Fund | -14.00% | Jun 29, 1994 | MCDFX vs ICHKX |
Other Mutual Funds from Matthews
Most popular Matthews mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Matthews India Fund | Asia Pacific Equities | 1 | -19.53% | Oct 30, 2005 | MCDFX vs MINDX | |
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 33 | -0.43% | Sep 14, 2008 | MCDFX vs MSMLX | |
| Matthews China Fund | China Equities | 9 | -9.47% | Feb 18, 1998 | MCDFX vs MCHFX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 81 | 6.71% | Dec 26, 1999 | MCDFX vs MATFX | |
| Matthews Japan Fund | Japan Equities | 41 | -1.91% | Dec 30, 1998 | MCDFX vs MJFOX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 68 | 4.69% | Apr 29, 2015 | MCDFX vs MASGX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 74 | -1.16% | Sep 11, 1994 | MCDFX vs MAPTX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 72 | -0.31% | Apr 29, 2020 | MCDFX vs MEGMX |
Often Compared With MCDFX
What investors most often compare with MCDFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MCDFX vs VOO | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | MCDFX vs SCHG | |
| Shelton Equity Income Fund | Derivative Income | 19 | -5.55% | Sep 3, 1996 | MCDFX vs EQTIX | |
| Fidelity Advisor China Region Fund Class A | China Equities | 88 | 5.42% | May 9, 2008 | MCDFX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | China Equities | 87 | 5.37% | May 9, 2008 | MCDFX vs FHKTX |
Compare MCDFX with Any Fund or Stock
Compare MCDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.