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ANNPX vs COCRX
ANNPX vs COCRX Comparison
Open Charts ANNPX vs COCRX
Virtus Convertible Inst
Price$38.24
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.34B
Columbia Convertible Securities Inst2
Price$23.84
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
ANNPX vs COCRX Comparison Chart in %
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ANNPX vs. COCRX commentary
Aug 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: 1.34B vs. COCRX (1.17B). ANNPX pays higher dividends than COCRX: ANNPX (2.32) vs COCRX (2.01). 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 : 22.05 vs. COCRX (19.19). ANNPX return over 5 years is better than : 14.19 vs. COCRX (3.27).
| 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 | 9.235 | 9.534 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.17B | 114% |
| Annual Yield % from dividends | 2.32 | 2.01 | 116% |
| Returns for 1 year | 22.05 | 19.19 | 115% |
| Returns for 3 years | 28.54 | 26.97 | 106% |
| Returns for 5 years | 14.19 | 3.27 | 434% |
| Returns for 10 years | 36.06 | 61.84 | 58% |
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