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ANNPX vs CSFYX
ANNPX vs CSFYX Comparison
Open Charts ANNPX vs CSFYX
Virtus Convertible Inst
Price$35.59
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.28B
Columbia Convertible Securities Inst3
Price$22.53
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
ANNPX vs CSFYX Comparison Chart
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ANNPX vs. CSFYX commentary
May 25, 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: 1.28B vs. CSFYX (1.11B). ANNPX pays higher dividends than CSFYX: ANNPX (2.49) 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 (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 : 12.74 vs. CSFYX (10.59). ANNPX return over 5 years is better than : 25.10 vs. CSFYX (10.32).
| 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 | 1.281 | 1.329 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.11B | 115% |
| Annual Yield % from dividends | 2.49 | 2.19 | 114% |
| Returns for 1 year | 12.74 | 10.59 | 120% |
| Returns for 3 years | 25.22 | 15.17 | 166% |
| Returns for 5 years | 25.10 | 10.32 | 243% |
| Returns for 10 years | 22.58 | 41.62 | 54% |
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