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ANNPX vs NCIAX
ANNPX vs NCIAX Comparison
Open Charts ANNPX vs NCIAX
Virtus Convertible Inst
Price$35.59
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.28B
Columbia Convertible Securities Inst
Price$21.96
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
ANNPX vs NCIAX Comparison Chart
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ANNPX vs. NCIAX commentary
May 25, 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 NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.28B vs. NCIAX (1.11B). ANNPX pays higher dividends than NCIAX: ANNPX (2.49) vs NCIAX (2.15). ANNPX was incepted earlier than NCIAX: ANNPX (32 years) vs NCIAX (26 years). NCIAX (0.91) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. NCIAX (108.00). NCIAX has a lower initial minimum investment than ANNPX: NCIAX (2000) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 12.74 vs. NCIAX (10.46). ANNPX return over 5 years is better than : 25.10 vs. NCIAX (9.05).
| ANNPX | NCIAX | ANNPX / NCIAX | |
| Total Expense Ratio | 0.71 | 0.83 | 86% |
| Annual Report Gross Expense Ratio | 0.84 | 0.91 | 92% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 1.281 | 1.294 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.28B | 1.11B | 115% |
| Annual Yield % from dividends | 2.49 | 2.15 | 116% |
| Returns for 1 year | 12.74 | 10.46 | 122% |
| Returns for 3 years | 25.22 | 14.64 | 172% |
| Returns for 5 years | 25.10 | 9.05 | 277% |
| Returns for 10 years | 22.58 | 38.99 | 58% |
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