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 a closer substitute for your current allocation.
Cheapest Alternatives to MCSMX
MCSMX charges 1.41% annually. There are 12 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 | MCSMX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | MCSMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | MCSMX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | MCSMX vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | — | Jun 2004 | MCSMX vs GOPIX |
Best Risk-Adjusted Alternatives to MCSMX
MCSMX has a PortfoliosLab risk / return rank of 90. There are 8 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price China Evolution Equity Fund | 93 | — | Dec 2019 | MCSMX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | 92 | — | Oct 2018 | MCSMX vs FIQFX | |
| Fidelity China Region Fund | 92 | — | Nov 1995 | MCSMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 92 | — | May 2008 | MCSMX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 92 | — | May 2008 | MCSMX vs FHKAX |
Top Performing MCSMX Alternatives (YTD)
MCSMX is at 46.94% YTD. No mutual funds in the China Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 33.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 33.70% | — | Oct 2018 | MCSMX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 33.59% | — | May 2008 | MCSMX vs FHKIX | |
| Fidelity China Region Fund | 33.59% | — | Nov 1995 | MCSMX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 33.38% | — | May 2008 | MCSMX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 33.21% | — | May 2008 | MCSMX vs FHKTX |
Lowest Volatility Alternatives to MCSMX
MCSMX has 26.83% 1-year volatility. There are 19 mutual funds in the China Equities category with lower 1-year volatility, going as low as 16.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 16.87% | — | Jun 1994 | MCSMX vs ICHKX | |
| Baillie Gifford China Equities Fund | 18.58% | — | Jul 2021 | MCSMX vs BGCBX | |
| BlackRock China A Opportunities Fund | 18.90% | — | Dec 2018 | MCSMX vs CHILX | |
| Eaton Vance Greater China Growth Fund | 19.00% | — | Oct 1992 | MCSMX vs EVCGX | |
| Goldman Sachs China Equity Fund | 19.13% | — | Jul 1994 | MCSMX vs GSAGX |
Lowest Drawdown Alternatives to MCSMX
MCSMX has a 1-year max drawdown of -12.32%. There are 11 mutual funds in the China 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 | MCSMX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | MCSMX vs OBCHX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | MCSMX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | MCSMX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | -10.80% | — | May 2008 | MCSMX vs FHKIX |
Other Mutual Funds from Matthews
The 8 most viewed Matthews mutual funds shown here include MINDX, MSMLX, MCHFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Matthews India Fund | India Equities, Asia Pacific Equities | 2 | -7.15% | — | Oct 2005 | MCSMX vs MINDX | |
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 30 | 21.63% | — | Sep 2008 | MCSMX vs MSMLX | |
| Matthews China Fund | China Equities, Asia Pacific Equities | 18 | 1.28% | — | Feb 1998 | MCSMX vs MCHFX | |
| Matthews Asia Innovators Fund | Asia Pacific Equities | 92 | 55.01% | — | Dec 1999 | MCSMX vs MATFX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 82 | 26.99% | — | Sep 1994 | MCSMX vs MAPTX | |
| Matthews Japan Fund | Japan Equities, Asia Pacific Equities | 44 | 18.50% | — | Dec 1998 | MCSMX vs MJFOX | |
| Matthews Asia ESG Fund | Asia Pacific Equities | 84 | 40.87% | — | Apr 2015 | MCSMX vs MASGX | |
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | 73 | 27.46% | — | Apr 2020 | MCSMX vs MEGMX |
Often Compared With MCSMX
Investors most often compare MCSMX with KWEB, FCHKX, CXSE. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MCSMX with Any Fund or Stock
Compare MCSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCSMX with funds that move differently
Matthews China Small Companies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCSMX.
Explore MCSMX Diversifiers