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ANNPX vs CSFYX
ANNPX vs CSFYX Comparison
Open Charts ANNPX vs CSFYX
Virtus Convertible Inst
Price$37.51
Change+$0.31 (+0.83%)
VolumeN/A
Net Assets1.32B
Columbia Convertible Securities Inst3
Price$23.89
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets1.17B
ANNPX vs CSFYX Comparison Chart in %
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ANNPX vs. CSFYX commentary
Jul 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: 1.32B vs. CSFYX (1.17B). ANNPX pays higher dividends than CSFYX: ANNPX (2.38) vs CSFYX (2.09). 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 : 18.32 vs. CSFYX (16.22). ANNPX return over 5 years is better than : 21.56 vs. CSFYX (9.47).
| 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 | 7.318 | 8.030 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.17B | 113% |
| Annual Yield % from dividends | 2.38 | 2.09 | 114% |
| Returns for 1 year | 18.32 | 16.22 | 113% |
| Returns for 3 years | 35.41 | 34.67 | 102% |
| Returns for 5 years | 21.56 | 9.47 | 228% |
| Returns for 10 years | 32.25 | 58.44 | 55% |
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