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ANNPX vs NCIAX
ANNPX vs NCIAX Comparison
Open Charts ANNPX vs NCIAX
Virtus Convertible Inst
Price$34.07
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.22B
Columbia Convertible Securities Inst
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets1.09B
ANNPX vs NCIAX Comparison Chart
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ANNPX vs. NCIAX commentary
Apr 28, 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: 1.22B vs. NCIAX (1.09B). ANNPX pays higher dividends than NCIAX: ANNPX (2.51) vs NCIAX (2.16). 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 (72.00). 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 : 10.87 vs. NCIAX (8.46). ANNPX return over 5 years is better than : 29.21 vs. NCIAX (13.09).
| 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 | -3.044 | -2.304 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.22B | 1.09B | 112% |
| Annual Yield % from dividends | 2.51 | 2.16 | 116% |
| Returns for 1 year | 10.87 | 8.46 | 129% |
| Returns for 3 years | 11.79 | 1.53 | 770% |
| Returns for 5 years | 29.21 | 13.09 | 223% |
| Returns for 10 years | 18.44 | 34.87 | 53% |
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