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ANNPX vs MCINX
ANNPX vs MCINX Comparison
Open Charts ANNPX vs MCINX
Virtus Convertible Inst
Price$39.95
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets1.39B
NYLI MacKay Convertible Investor Class
Price$20.59
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets1.62B
ANNPX vs MCINX Comparison Chart in %
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ANNPX vs. MCINX commentary
Sep 09, 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: 1.62B vs. ANNPX (1.39B). MCINX pays higher dividends than ANNPX: MCINX (2.72) vs ANNPX (2.24). ANNPX was incepted earlier than MCINX: ANNPX (32 years) vs MCINX (18 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 : 24.63 vs. MCINX (12.55). ANNPX return over 5 years is better than : 17.14 vs. MCINX (9.68).
| 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 | 18 years | - |
| Gain YTD | 13.841 | 10.972 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.39B | 1.62B | 86% |
| Annual Yield % from dividends | 2.24 | 2.72 | 82% |
| Returns for 1 year | 24.63 | 12.55 | 196% |
| Returns for 3 years | 33.63 | 19.61 | 171% |
| Returns for 5 years | 17.14 | 9.68 | 177% |
| Returns for 10 years | 44.74 | 43.86 | 102% |
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