Matthews China Fund (MCHFX) 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 MCHFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCHFX
MCHFX charges 1.12% annually. There are 7 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | MCHFX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | MCHFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | MCHFX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | MCHFX vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | MCHFX vs CHILX |
Best Risk-Adjusted Alternatives to MCHFX
MCHFX has a PortfoliosLab risk / return rank of 11. There are 15 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | 91 | — | Jul 2006 | MCHFX vs CAF | |
| Fidelity Advisor China Region Fund Class Z | 90 | — | Oct 2018 | MCHFX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 90 | — | May 2008 | MCHFX vs FHKIX | |
| Fidelity China Region Fund | 90 | — | Nov 1995 | MCHFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 90 | — | May 2008 | MCHFX vs FHKAX |
Top Performing MCHFX Alternatives (YTD)
MCHFX is at -3.14% YTD. There are 14 mutual funds in the China Equities category with higher YTD returns, going as high as 37.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 37.24% | — | May 2011 | MCHFX vs MCSMX | |
| Fidelity Advisor China Region Fund Class Z | 29.80% | — | Oct 2018 | MCHFX vs FIQFX | |
| Fidelity China Region Fund | 29.70% | — | Nov 1995 | MCHFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 29.70% | — | May 2008 | MCHFX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 29.51% | — | May 2008 | MCHFX vs FHKAX |
Lowest Volatility Alternatives to MCHFX
MCHFX has 21.42% 1-year volatility. There are 7 mutual funds in the China Equities category with lower 1-year volatility, going as low as 16.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 16.91% | — | Jun 1994 | MCHFX vs ICHKX | |
| Baillie Gifford China Equities Fund | 18.76% | — | Jul 2021 | MCHFX vs BGCBX | |
| Eaton Vance Greater China Growth Fund | 19.07% | — | Oct 1992 | MCHFX vs EVCGX | |
| BlackRock China A Opportunities Fund | 19.30% | — | Dec 2018 | MCHFX vs CHILX | |
| Goldman Sachs China Equity Fund | 19.32% | — | Jul 1994 | MCHFX vs GSAGX |
Lowest Drawdown Alternatives to MCHFX
MCHFX has a 1-year max drawdown of -15.58%. There are 15 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -8.65%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.65% | — | Dec 2018 | MCHFX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | MCHFX vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | MCHFX vs FIQFX | |
| Fidelity China Region Fund | -10.80% | — | Nov 1995 | MCHFX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -10.80% | — | May 2008 | MCHFX vs FHKIX |
Other Mutual Funds from Matthews
The 7 most viewed Matthews mutual funds shown here include MINDX, MSMLX, MATFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews India Fund | India Equities, Asia Pacific Equities | 1 | -8.35% | — | Oct 2005 | MCHFX vs MINDX | |
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 30 | 20.78% | — | Sep 2008 | MCHFX vs MSMLX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 89 | 46.82% | — | Dec 1999 | MCHFX vs MATFX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 70 | 21.69% | — | Sep 1994 | MCHFX vs MAPTX | |
| Matthews Japan Fund | Japan Equities, Asia Pacific Equities | 46 | 16.59% | — | Dec 1998 | MCHFX vs MJFOX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 79 | 36.03% | — | Apr 2015 | MCHFX vs MASGX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 63 | 23.31% | — | Apr 2020 | MCHFX vs MEGMX |
Often Compared With MCHFX
Investors most often compare MCHFX with SMH, ENTIX, CQQQ. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare MCHFX with Any Fund or Stock
Compare MCHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCHFX with funds that move differently
Matthews China Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCHFX.
Explore MCHFX Diversifiers