MACSX vs. V
Compare and contrast key facts about Matthews Asian Growth and Income Fund (MACSX) and Visa Inc. (V).
MACSX is managed by Matthews Asia Funds. It was launched on Sep 11, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACSX or V.
Correlation
The correlation between MACSX and V is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MACSX vs. V - Performance Comparison
Key characteristics
MACSX:
1.07
V:
1.61
MACSX:
1.59
V:
2.17
MACSX:
1.20
V:
1.30
MACSX:
0.39
V:
2.20
MACSX:
2.86
V:
5.55
MACSX:
4.54%
V:
4.93%
MACSX:
12.18%
V:
17.02%
MACSX:
-51.39%
V:
-51.90%
MACSX:
-24.04%
V:
-0.42%
Returns By Period
In the year-to-date period, MACSX achieves a 2.02% return, which is significantly lower than V's 12.59% return. Over the past 10 years, MACSX has underperformed V with an annualized return of -0.72%, while V has yielded a comparatively higher 18.81% annualized return.
MACSX
2.02%
2.72%
3.48%
12.56%
-0.34%
-0.72%
V
12.59%
11.33%
32.93%
30.07%
12.06%
18.81%
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Risk-Adjusted Performance
MACSX vs. V — Risk-Adjusted Performance Rank
MACSX
V
MACSX vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Asian Growth and Income Fund (MACSX) and Visa Inc. (V). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MACSX vs. V - Dividend Comparison
MACSX's dividend yield for the trailing twelve months is around 3.45%, more than V's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACSX Matthews Asian Growth and Income Fund | 3.45% | 3.52% | 2.74% | 1.67% | 1.28% | 1.50% | 2.26% | 2.32% | 2.64% | 3.19% | 2.62% | 1.93% |
V Visa Inc. | 0.62% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
Drawdowns
MACSX vs. V - Drawdown Comparison
The maximum MACSX drawdown since its inception was -51.39%, roughly equal to the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for MACSX and V. For additional features, visit the drawdowns tool.
Volatility
MACSX vs. V - Volatility Comparison
The current volatility for Matthews Asian Growth and Income Fund (MACSX) is 3.06%, while Visa Inc. (V) has a volatility of 3.49%. This indicates that MACSX experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.