MCSMX vs. KWEB
Compare and contrast key facts about Matthews China Small Companies Fund (MCSMX) and KraneShares CSI China Internet ETF (KWEB).
MCSMX is managed by Matthews Asia Funds. It was launched on May 30, 2011. KWEB is a passively managed fund by CICC that tracks the performance of the CSI Overseas China Internet. It was launched on Jul 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCSMX or KWEB.
Correlation
The correlation between MCSMX and KWEB is 0.67, 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
MCSMX vs. KWEB - Performance Comparison
Key characteristics
MCSMX:
0.81
KWEB:
1.33
MCSMX:
1.36
KWEB:
2.07
MCSMX:
1.17
KWEB:
1.26
MCSMX:
0.30
KWEB:
0.70
MCSMX:
1.80
KWEB:
3.51
MCSMX:
11.06%
KWEB:
14.75%
MCSMX:
24.54%
KWEB:
38.97%
MCSMX:
-65.48%
KWEB:
-80.92%
MCSMX:
-55.01%
KWEB:
-60.05%
Returns By Period
In the year-to-date period, MCSMX achieves a 9.47% return, which is significantly lower than KWEB's 25.34% return. Over the past 10 years, MCSMX has underperformed KWEB with an annualized return of 1.96%, while KWEB has yielded a comparatively higher 2.82% annualized return.
MCSMX
9.47%
7.46%
26.55%
17.27%
-6.50%
1.96%
KWEB
25.34%
24.66%
43.70%
47.22%
-4.13%
2.82%
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MCSMX vs. KWEB - Expense Ratio Comparison
MCSMX has a 1.41% expense ratio, which is higher than KWEB's 0.76% expense ratio.
Risk-Adjusted Performance
MCSMX vs. KWEB — Risk-Adjusted Performance Rank
MCSMX
KWEB
MCSMX vs. KWEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews China Small Companies Fund (MCSMX) and KraneShares CSI China Internet ETF (KWEB). 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
MCSMX vs. KWEB - Dividend Comparison
MCSMX's dividend yield for the trailing twelve months is around 1.23%, less than KWEB's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCSMX Matthews China Small Companies Fund | 1.23% | 1.34% | 2.36% | 1.78% | 0.71% | 0.67% | 1.03% | 0.56% | 0.96% | 0.34% | 0.73% | 3.87% |
KWEB KraneShares CSI China Internet ETF | 2.80% | 3.51% | 1.71% | 0.00% | 7.07% | 0.29% | 0.08% | 3.40% | 0.58% | 1.19% | 0.46% | 0.89% |
Drawdowns
MCSMX vs. KWEB - Drawdown Comparison
The maximum MCSMX drawdown since its inception was -65.48%, smaller than the maximum KWEB drawdown of -80.92%. Use the drawdown chart below to compare losses from any high point for MCSMX and KWEB. For additional features, visit the drawdowns tool.
Volatility
MCSMX vs. KWEB - Volatility Comparison
The current volatility for Matthews China Small Companies Fund (MCSMX) is 4.66%, while KraneShares CSI China Internet ETF (KWEB) has a volatility of 10.42%. This indicates that MCSMX experiences smaller price fluctuations and is considered to be less risky than KWEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.