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ANNPX vs CSFYX
ANNPX vs CSFYX Comparison
Open Charts ANNPX vs CSFYX
Virtus Convertible Inst
Price$34.07
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.22B
Columbia Convertible Securities Inst3
Price$21.73
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets1.09B
ANNPX vs CSFYX Comparison Chart
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ANNPX vs. CSFYX commentary
Apr 28, 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: 1.22B vs. CSFYX (1.09B). ANNPX pays higher dividends than CSFYX: ANNPX (2.51) vs CSFYX (2.19). 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 (72.00). ANNPX (1000000) and CSFYX (1000000) have matching initial minimum investment requirements. ANNPX annual gain was more profitable for investors over the last year : 10.87 vs. CSFYX (8.54). ANNPX return over 5 years is better than : 29.21 vs. CSFYX (14.43).
| 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 | -3.044 | -2.269 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 1.09B | 112% |
| Annual Yield % from dividends | 2.51 | 2.19 | 115% |
| Returns for 1 year | 10.87 | 8.54 | 127% |
| Returns for 3 years | 11.79 | 2.00 | 589% |
| Returns for 5 years | 29.21 | 14.43 | 202% |
| Returns for 10 years | 18.44 | 37.41 | 49% |
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