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ANNPX vs MCINX
ANNPX vs MCINX Comparison
Open Charts ANNPX vs MCINX
Virtus Convertible Inst
Price$38.24
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.34B
NYLI MacKay Convertible Investor Class
Price$19.83
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
ANNPX vs MCINX Comparison Chart in %
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ANNPX vs. MCINX commentary
Aug 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 MCINX is a Hold.
FUNDAMENTALS
Fundamentals
MCINX has more cash in the bank: 1.56B vs. ANNPX (1.34B). MCINX pays higher dividends than ANNPX: MCINX (2.77) vs ANNPX (2.32). 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 : 22.05 vs. MCINX (11.05). ANNPX return over 5 years is better than : 14.19 vs. MCINX (4.61).
| 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 | 9.235 | 6.876 | 134% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.34B | 1.56B | 86% |
| Annual Yield % from dividends | 2.32 | 2.77 | 84% |
| Returns for 1 year | 22.05 | 11.05 | 200% |
| Returns for 3 years | 28.54 | 16.83 | 170% |
| Returns for 5 years | 14.19 | 4.61 | 308% |
| Returns for 10 years | 36.06 | 34.79 | 104% |
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