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ANNPX vs MCCVX
ANNPX vs MCCVX Comparison
Open Charts ANNPX vs MCCVX
Virtus Convertible Inst
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets1.32B
NYLI MacKay Convertible
Price$19.17
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets1.56B
ANNPX vs MCCVX Comparison Chart in %
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ANNPX vs. MCCVX commentary
Jul 08, 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 MCCVX is a Hold.
FUNDAMENTALS
Fundamentals
MCCVX has more cash in the bank: 1.57B vs. ANNPX (1.32B). ANNPX pays higher dividends than MCCVX: ANNPX (2.38) vs MCCVX (2.17). ANNPX was incepted earlier than MCCVX: ANNPX (32 years) vs MCCVX (27 years). MCCVX (1.93) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. MCCVX (35.00). MCCVX has a lower initial minimum investment than ANNPX: MCCVX (1000) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 17.92 vs. MCCVX (8.83). ANNPX return over 5 years is better than : 18.53 vs. MCCVX (4.28).
| ANNPX | MCCVX | ANNPX / MCCVX | |
| Total Expense Ratio | 0.71 | 1.93 | 37% |
| Annual Report Gross Expense Ratio | 0.84 | 1.93 | 44% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 7.318 | 6.187 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.32B | 1.57B | 84% |
| Annual Yield % from dividends | 2.38 | 2.17 | 109% |
| Returns for 1 year | 17.92 | 8.83 | 203% |
| Returns for 3 years | 33.44 | 19.96 | 168% |
| Returns for 5 years | 18.53 | 4.28 | 433% |
| Returns for 10 years | 31.91 | 24.31 | 131% |
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