MCDFX vs. EQTIX
Compare and contrast key facts about Matthews China Dividend Fund (MCDFX) and Shelton Equity Income Fund (EQTIX).
MCDFX is managed by Matthews Asia Funds. It was launched on Nov 29, 2009. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCDFX or EQTIX.
Correlation
The correlation between MCDFX and EQTIX is 0.53, 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
MCDFX vs. EQTIX - Performance Comparison
Key characteristics
MCDFX:
0.74
EQTIX:
0.52
MCDFX:
1.08
EQTIX:
0.85
MCDFX:
1.15
EQTIX:
1.13
MCDFX:
0.39
EQTIX:
0.52
MCDFX:
1.49
EQTIX:
2.07
MCDFX:
11.29%
EQTIX:
3.98%
MCDFX:
26.13%
EQTIX:
15.41%
MCDFX:
-47.71%
EQTIX:
-54.79%
MCDFX:
-26.70%
EQTIX:
-5.85%
Returns By Period
In the year-to-date period, MCDFX achieves a 8.98% return, which is significantly higher than EQTIX's -2.12% return. Over the past 10 years, MCDFX has underperformed EQTIX with an annualized return of 3.37%, while EQTIX has yielded a comparatively higher 8.21% annualized return.
MCDFX
8.98%
11.72%
2.73%
19.13%
1.68%
3.37%
EQTIX
-2.12%
11.85%
-4.03%
7.89%
12.36%
8.21%
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MCDFX vs. EQTIX - Expense Ratio Comparison
MCDFX has a 1.20% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Risk-Adjusted Performance
MCDFX vs. EQTIX — Risk-Adjusted Performance Rank
MCDFX
EQTIX
MCDFX vs. EQTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews China Dividend Fund (MCDFX) and Shelton Equity Income Fund (EQTIX). 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
MCDFX vs. EQTIX - Dividend Comparison
MCDFX's dividend yield for the trailing twelve months is around 3.64%, less than EQTIX's 9.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCDFX Matthews China Dividend Fund | 3.64% | 3.96% | 4.07% | 3.75% | 2.74% | 3.91% | 1.60% | 2.77% | 2.77% | 1.97% | 2.03% | 2.68% |
EQTIX Shelton Equity Income Fund | 9.87% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
Drawdowns
MCDFX vs. EQTIX - Drawdown Comparison
The maximum MCDFX drawdown since its inception was -47.71%, smaller than the maximum EQTIX drawdown of -54.79%. Use the drawdown chart below to compare losses from any high point for MCDFX and EQTIX. For additional features, visit the drawdowns tool.
Volatility
MCDFX vs. EQTIX - Volatility Comparison
The current volatility for Matthews China Dividend Fund (MCDFX) is 6.09%, while Shelton Equity Income Fund (EQTIX) has a volatility of 8.96%. This indicates that MCDFX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.