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ANNPX vs CSFYX
ANNPX vs CSFYX Comparison
Open Charts ANNPX vs CSFYX
Virtus Convertible Inst
Price$39.79
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets1.38B
Columbia Convertible Securities Inst3
Price$24.96
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.19B
ANNPX vs CSFYX Comparison Chart in %
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ANNPX vs. CSFYX commentary
Sep 07, 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: 1.38B vs. CSFYX (1.19B). ANNPX pays higher dividends than CSFYX: ANNPX (2.24) vs CSFYX (1.99). 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 : 22.52 vs. CSFYX (18.62). ANNPX return over 5 years is better than : 15.47 vs. CSFYX (3.26).
| 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 | 13.011 | 12.099 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.19B | 116% |
| Annual Yield % from dividends | 2.24 | 1.99 | 113% |
| Returns for 1 year | 22.52 | 18.62 | 121% |
| Returns for 3 years | 37.07 | 33.13 | 112% |
| Returns for 5 years | 15.47 | 3.26 | 475% |
| Returns for 10 years | 44.07 | 70.58 | 62% |
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