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ANNPX vs MCINX
ANNPX vs MCINX Comparison
Open Charts ANNPX vs MCINX
Virtus Convertible Inst
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets1.32B
NYLI MacKay Convertible Investor Class
Price$19.77
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.56B
ANNPX vs MCINX Comparison Chart in %
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ANNPX vs. MCINX 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 MCINX is a Hold.
FUNDAMENTALS
Fundamentals
MCINX has more cash in the bank: 1.57B vs. ANNPX (1.32B). MCINX pays higher dividends than ANNPX: MCINX (2.81) vs ANNPX (2.38). 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 : 17.92 vs. MCINX (9.70). ANNPX return over 5 years is better than : 18.53 vs. MCINX (8.80).
| 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 | 7.318 | 6.553 | 112% |
| Front Load | N/A | 5% | - |
| 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 | 2.81 | 85% |
| Returns for 1 year | 17.92 | 9.70 | 185% |
| Returns for 3 years | 33.44 | 22.82 | 147% |
| Returns for 5 years | 18.53 | 8.80 | 210% |
| Returns for 10 years | 31.91 | 33.12 | 96% |
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