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ANNPX vs CSFYX
ANNPX vs CSFYX Comparison
Open Charts ANNPX vs CSFYX
Virtus Convertible Inst
Price$36.03
Change-$0.31 (-0.85%)
VolumeN/A
Net Assets1.27B
Columbia Convertible Securities Inst3
Price$23.02
Change-$0.16 (-0.69%)
VolumeN/A
Net Assets1.13B
ANNPX vs CSFYX Comparison Chart
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ANNPX vs. CSFYX commentary
Jun 17, 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: 1.27B vs. CSFYX (1.13B). ANNPX pays higher dividends than CSFYX: ANNPX (2.39) vs CSFYX (2.11). 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 : 13.26 vs. CSFYX (12.02). ANNPX return over 5 years is better than : 22.80 vs. CSFYX (7.50).
| ANNPX | CSFYX | ANNPX / CSFYX | |
| Total Expense Ratio | 0.71 | 0.74 | 96% |
| Annual Report Gross Expense Ratio | 0.84 | 0.81 | 104% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 2.534 | 3.533 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.13B | 112% |
| Annual Yield % from dividends | 2.39 | 2.11 | 113% |
| Returns for 1 year | 13.26 | 12.02 | 110% |
| Returns for 3 years | 30.15 | 21.05 | 143% |
| Returns for 5 years | 22.80 | 7.50 | 304% |
| Returns for 10 years | 24.27 | 45.50 | 53% |
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