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ANNPX vs CSFYX
ANNPX vs CSFYX Comparison
Open Charts ANNPX vs CSFYX
Virtus Convertible Inst
Price$38.24
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.34B
Columbia Convertible Securities Inst3
Price$24.16
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
ANNPX vs CSFYX Comparison Chart in %
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ANNPX vs. CSFYX 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 CSFYX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.34B vs. CSFYX (1.17B). ANNPX pays higher dividends than CSFYX: ANNPX (2.32) vs CSFYX (2.02). ANNPX was incepted earlier than CSFYX: ANNPX (32 years) vs CSFYX (11 years). ANNPX (0.84) and CSFYX (0.81) have similar cost to investors . ANNPX is a more actively managed with annual turnover of: 152.00 vs. CSFYX (108.00). ANNPX (1000000) and CSFYX (1000000) have matching initial minimum investment requirements. ANNPX annual gain was more profitable for investors over the last year : 22.05 vs. CSFYX (19.24). ANNPX return over 5 years is better than : 14.19 vs. CSFYX (3.85).
| ANNPX | CSFYX | ANNPX / CSFYX | |
| Total Expense Ratio | 0.71 | 0.75 | 95% |
| Annual Report Gross Expense Ratio | 0.84 | 0.81 | 104% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 9.235 | 9.522 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.17B | 114% |
| Annual Yield % from dividends | 2.32 | 2.02 | 114% |
| Returns for 1 year | 22.05 | 19.24 | 115% |
| Returns for 3 years | 28.54 | 27.15 | 105% |
| Returns for 5 years | 14.19 | 3.85 | 368% |
| Returns for 10 years | 36.06 | 63.19 | 57% |
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