Matthews China Small Companies Fund (MCSMX) Alternatives
Matthews China Small Companies Fund (MCSMX) 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 MCSMX. 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 MCSMX
MCSMX charges 1.41% annually. Among mutual funds in the China Equities category, these options have the lowest expense ratios among MCSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | Oct 2, 2018 | MCSMX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | Nov 1, 1995 | MCSMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | May 9, 2008 | MCSMX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | Jul 6, 2021 | MCSMX vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | Jun 28, 2004 | MCSMX vs GOPIX |
Best Risk-Adjusted Alternatives to MCSMX
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 | MCSMX vs TRCLX | |
| Morgan Stanley China A Share Fund | 89 | Jul 6, 2006 | MCSMX vs CAF | |
| Fidelity China Region Fund | 89 | Nov 1, 1995 | MCSMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 88 | Oct 2, 2018 | MCSMX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 88 | May 9, 2008 | MCSMX vs FHKIX |
Top Performing MCSMX Alternatives (YTD)
MCSMX alternatives from the China Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 8.83% | Dec 9, 2019 | MCSMX vs TRCLX | |
| Oberweis China Opportunities Fund | 6.97% | Oct 2, 2005 | MCSMX vs OBCHX | |
| Fidelity Advisor China Region Fund Class Z | 5.55% | Oct 2, 2018 | MCSMX vs FIQFX | |
| Fidelity China Region Fund | 5.51% | Nov 1, 1995 | MCSMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 5.50% | May 9, 2008 | MCSMX vs FHKIX |
Lowest Volatility Alternatives to MCSMX
MCSMX 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 | MCSMX vs CHILX | |
| Guinness Atkinson China And Hong Kong Fund | 18.65% | Jun 29, 1994 | MCSMX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | 19.55% | Dec 9, 2019 | MCSMX vs TRCLX | |
| Goldman Sachs China Equity Fund | 19.72% | Jul 7, 1994 | MCSMX vs GSAGX | |
| Morgan Stanley China A Share Fund | 19.73% | Jul 6, 2006 | MCSMX vs CAF |
Lowest Drawdown Alternatives to MCSMX
MCSMX 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 | MCSMX vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | Dec 26, 2018 | MCSMX vs CHILX | |
| T. Rowe Price China Evolution Equity Fund | -13.78% | Dec 9, 2019 | MCSMX vs TRCLX | |
| Goldman Sachs China Equity Fund | -13.89% | Jul 7, 1994 | MCSMX vs GSAGX | |
| Guinness Atkinson China And Hong Kong Fund | -14.00% | Jun 29, 1994 | MCSMX 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 | MCSMX vs MINDX | |
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 33 | -0.43% | Sep 14, 2008 | MCSMX vs MSMLX | |
| Matthews China Fund | China Equities | 9 | -9.47% | Feb 18, 1998 | MCSMX vs MCHFX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 81 | 6.71% | Dec 26, 1999 | MCSMX vs MATFX | |
| Matthews Japan Fund | Japan Equities | 41 | -1.91% | Dec 30, 1998 | MCSMX vs MJFOX | |
| Matthews China Dividend Fund | China Equities | — | — | Nov 29, 2009 | MCSMX vs MCDFX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 68 | 4.69% | Apr 29, 2015 | MCSMX vs MASGX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 74 | -1.16% | Sep 11, 1994 | MCSMX vs MAPTX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 72 | -0.31% | Apr 29, 2020 | MCSMX vs MEGMX |
Often Compared With MCSMX
What investors most often compare with MCSMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| KraneShares CSI China Internet ETF | China Equities | 4 | -16.51% | Jul 31, 2013 | MCSMX vs KWEB | |
| WisdomTree China ex-State-Owned Enterprises Fund | China Equities | 30 | -5.65% | Sep 19, 2012 | MCSMX vs CXSE | |
| iShares Core S&P/TSX Capped Composite Index ETF | Canada Equities | 94 | 3.89% | Feb 16, 2001 | MCSMX vs XIC.TO | |
| Fidelity Advisor China Region Fund Class C | China Equities | 87 | 5.23% | May 9, 2008 | MCSMX vs FCHKX | |
| Fidelity Advisor China Region Fund Class A | China Equities | 88 | 5.42% | May 9, 2008 | MCSMX vs FHKAX | |
| Eaton Vance Greater China Growth Fund | China Equities | 5 | -9.64% | Oct 27, 1992 | MCSMX vs EVCGX | |
| Templeton Dragon Fund Inc. | China Equities | 23 | -4.88% | — | MCSMX vs TDF | |
| Fidelity Advisor China Region Fund Class M | China Equities | 87 | 5.37% | May 9, 2008 | MCSMX vs FHKTX | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | MCSMX vs WCQGX |
Compare MCSMX with Any Fund or Stock
Compare MCSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.