ANNPX
Price
$35.04
Change
+$0.02 (+0.06%)
Updated
May 9 closing price
Net Assets
1.25B
MCCVX
Price
$18.10
Change
-$0.02 (-0.11%)
Updated
May 9 closing price
Net Assets
1.48B
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ANNPX vs MCCVX

Header iconANNPX vs MCCVX Comparison
Open Charts ANNPX vs MCCVXBanner chart's image
Virtus Convertible Inst
Price$35.04
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.25B
NYLI MacKay Convertible
Price$18.10
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.48B
ANNPX vs MCCVX Comparison Chart
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ANNPX vs. MCCVX commentary
May 12, 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.

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FUNDAMENTALS
Fundamentals
MCCVX has more cash in the bank: 1.48B vs. ANNPX (1.25B). ANNPX pays higher dividends than MCCVX: ANNPX (2.49) vs MCCVX (2.24). 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 : 11.48 vs. MCCVX (3.42). ANNPX return over 5 years is better than : 25.77 vs. MCCVX (9.25).
ANNPXMCCVXANNPX / MCCVX
Total Expense Ratio0.711.9337%
Annual Report Gross Expense Ratio0.841.9344%
Fund Existence32 years27 years-
Gain YTD-0.2840.178-159%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/A1000-
Net Assets1.25B1.48B84%
Annual Yield % from dividends2.492.24111%
Returns for 1 year11.483.42336%
Returns for 3 years23.0410.12228%
Returns for 5 years25.779.25279%
Returns for 10 years22.3415.91140%
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