MJFOX vs. EWJV
Compare and contrast key facts about Matthews Japan Fund (MJFOX) and iShares MSCI Japan Value ETF (EWJV).
MJFOX is managed by Matthews Asia Funds. It was launched on Dec 30, 1998. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MJFOX or EWJV.
Correlation
The correlation between MJFOX and EWJV is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MJFOX vs. EWJV - Performance Comparison
Key characteristics
MJFOX:
0.62
EWJV:
0.59
MJFOX:
0.96
EWJV:
0.89
MJFOX:
1.12
EWJV:
1.11
MJFOX:
0.40
EWJV:
0.87
MJFOX:
2.46
EWJV:
2.61
MJFOX:
5.16%
EWJV:
4.01%
MJFOX:
20.42%
EWJV:
17.93%
MJFOX:
-67.76%
EWJV:
-30.05%
MJFOX:
-21.29%
EWJV:
-0.82%
Returns By Period
In the year-to-date period, MJFOX achieves a 3.05% return, which is significantly lower than EWJV's 4.73% return.
MJFOX
3.05%
4.88%
1.11%
12.62%
1.28%
2.38%
EWJV
4.73%
6.92%
2.53%
8.75%
9.03%
N/A
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MJFOX vs. EWJV - Expense Ratio Comparison
MJFOX has a 1.05% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Risk-Adjusted Performance
MJFOX vs. EWJV — Risk-Adjusted Performance Rank
MJFOX
EWJV
MJFOX vs. EWJV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Japan Fund (MJFOX) and iShares MSCI Japan Value ETF (EWJV). 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
MJFOX vs. EWJV - Dividend Comparison
MJFOX's dividend yield for the trailing twelve months is around 2.06%, less than EWJV's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MJFOX Matthews Japan Fund | 2.06% | 2.12% | 0.00% | 0.00% | 1.07% | 0.52% | 0.56% | 0.32% | 0.81% | 0.88% | 0.00% | 0.51% |
EWJV iShares MSCI Japan Value ETF | 3.91% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MJFOX vs. EWJV - Drawdown Comparison
The maximum MJFOX drawdown since its inception was -67.76%, which is greater than EWJV's maximum drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for MJFOX and EWJV. For additional features, visit the drawdowns tool.
Volatility
MJFOX vs. EWJV - Volatility Comparison
The current volatility for Matthews Japan Fund (MJFOX) is 4.50%, while iShares MSCI Japan Value ETF (EWJV) has a volatility of 4.96%. This indicates that MJFOX experiences smaller price fluctuations and is considered to be less risky than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.