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ANNPX vs MCINX
ANNPX vs MCINX Comparison
Open Charts ANNPX vs MCINX
Virtus Convertible Inst
Price$35.04
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.25B
NYLI MacKay Convertible Investor Class
Price$18.69
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.48B
ANNPX vs MCINX Comparison Chart
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ANNPX vs. MCINX commentary
May 11, 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 MCINX is a Hold.
FUNDAMENTALS
Fundamentals
MCINX has more cash in the bank: 1.48B vs. ANNPX (1.25B). MCINX pays higher dividends than ANNPX: MCINX (2.92) vs ANNPX (2.49). ANNPX was incepted earlier than MCINX: ANNPX (32 years) vs MCINX (17 years). MCINX (1.18) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. MCINX (35.00). MCINX has a lower initial minimum investment than ANNPX: MCINX (1000) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 11.48 vs. MCINX (4.30). ANNPX return over 5 years is better than : 25.77 vs. MCINX (14.11).
| ANNPX | MCINX | ANNPX / MCINX | |
| Total Expense Ratio | 0.71 | 1.18 | 60% |
| Annual Report Gross Expense Ratio | 0.84 | 1.18 | 71% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -0.284 | 0.480 | -59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.25B | 1.48B | 84% |
| Annual Yield % from dividends | 2.49 | 2.92 | 85% |
| Returns for 1 year | 11.48 | 4.30 | 267% |
| Returns for 3 years | 23.04 | 12.81 | 180% |
| Returns for 5 years | 25.77 | 14.11 | 183% |
| Returns for 10 years | 22.34 | 24.23 | 92% |
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