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ANNPX vs CAGCX
ANNPX vs CAGCX Comparison
Open Charts ANNPX vs CAGCX
Virtus Convertible Inst
Price$36.42
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets1.3B
Calamos Global Convertible A
Price$13.01
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets140.05M
ANNPX vs CAGCX Comparison Chart
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ANNPX vs. CAGCX commentary
Jun 08, 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 CAGCX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.3B vs. CAGCX (140M). ANNPX pays higher dividends than CAGCX: ANNPX (2.39) vs CAGCX (0.00). ANNPX was incepted earlier than CAGCX: ANNPX (32 years) vs CAGCX (10 years). CAGCX (1.35) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. CAGCX (40.00). CAGCX has a lower initial minimum investment than ANNPX: CAGCX (2500) vs ANNPX (1000000). ANNPX (14.77) and CAGCX (14.32) have marching annual gain over last year. ANNPX return over 5 years is better than : 21.76 vs. CAGCX (4.66).
| ANNPX | CAGCX | ANNPX / CAGCX | |
| Total Expense Ratio | 0.71 | 1.35 | 53% |
| Annual Report Gross Expense Ratio | 0.84 | 1.35 | 62% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 3.643 | 6.990 | 52% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 140M | 931% |
| Annual Yield % from dividends | 2.39 | 0.00 | - |
| Returns for 1 year | 14.77 | 14.32 | 103% |
| Returns for 3 years | 22.31 | 24.85 | 90% |
| Returns for 5 years | 21.76 | 4.66 | 467% |
| Returns for 10 years | 26.47 | 35.63 | 74% |
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