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ANNPX vs COCRX
ANNPX vs COCRX Comparison
Open Charts ANNPX vs COCRX
Virtus Convertible Inst
Price$39.79
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets1.39B
Columbia Convertible Securities Inst2
Price$24.46
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.19B
ANNPX vs COCRX Comparison Chart in %
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ANNPX vs. COCRX commentary
Sep 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 COCRX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.39B vs. COCRX (1.19B). ANNPX pays higher dividends than COCRX: ANNPX (2.24) vs COCRX (1.97). ANNPX was incepted earlier than COCRX: ANNPX (32 years) vs COCRX (13 years). COCRX (0.86) and ANNPX (0.84) have similar cost to investors . ANNPX is a more actively managed with annual turnover of: 152.00 vs. COCRX (108.00). COCRX has a lower initial minimum investment than ANNPX: COCRX (0) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 23.42 vs. COCRX (19.29). ANNPX return over 5 years is better than : 16.32 vs. COCRX (3.35).
| ANNPX | COCRX | ANNPX / COCRX | |
| Total Expense Ratio | 0.71 | 0.79 | 90% |
| Annual Report Gross Expense Ratio | 0.84 | 0.86 | 98% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 13.841 | 12.834 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.19B | 117% |
| Annual Yield % from dividends | 2.24 | 1.97 | 114% |
| Returns for 1 year | 23.42 | 19.29 | 121% |
| Returns for 3 years | 38.07 | 33.83 | 113% |
| Returns for 5 years | 16.32 | 3.35 | 487% |
| Returns for 10 years | 45.13 | 70.28 | 64% |
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