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ANNPX vs ANZAX
ANNPX vs ANZAX Comparison
Open Charts ANNPX vs ANZAX
Virtus Convertible Inst
Price$35.59
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.28B
ANNPX vs ANZAX Comparison Chart
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ANNPX vs. ANZAX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANNPX is a Hold and ANZAX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX (1.28B) and ANZAX (1.28B) have equal amount of cash in the bank . ANNPX pays higher dividends than ANZAX: ANNPX (2.49) vs ANZAX (2.13). ANNPX was incepted earlier than ANZAX: ANNPX (32 years) vs ANZAX (15 years). ANZAX (1.09) is less costly to investors than ANNPX (0.84). ANNPX (152.00) and ANZAX (152.00) have comparable annual turnover. ANZAX has a lower initial minimum investment than ANNPX: ANZAX (2500) vs ANNPX (1000000). ANNPX (12.68) and ANZAX (12.40) have marching annual gain over last year. ANNPX (25.03) and ANZAX (23.88) have equivalent 5 years return.
| ANNPX | ANZAX | ANNPX / ANZAX | |
| Total Expense Ratio | 0.71 | 0.96 | 74% |
| Annual Report Gross Expense Ratio | 0.84 | 1.09 | 77% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 1.225 | 1.127 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.28B | 100% |
| Annual Yield % from dividends | 2.49 | 2.13 | 117% |
| Returns for 1 year | 12.68 | 12.40 | 102% |
| Returns for 3 years | 25.15 | 23.89 | 105% |
| Returns for 5 years | 25.03 | 23.88 | 105% |
| Returns for 10 years | 22.51 | 20.90 | 108% |
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