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ANNPX vs NCIAX
ANNPX vs NCIAX Comparison
Open Charts ANNPX vs NCIAX
Virtus Convertible Inst
Price$39.79
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets1.38B
Columbia Convertible Securities Inst
Price$24.32
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets1.19B
ANNPX vs NCIAX Comparison Chart in %
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ANNPX vs. NCIAX commentary
Sep 07, 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: 1.38B vs. NCIAX (1.19B). ANNPX pays higher dividends than NCIAX: ANNPX (2.24) vs NCIAX (1.96). ANNPX was incepted earlier than NCIAX: ANNPX (32 years) vs NCIAX (26 years). NCIAX (0.90) 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 : 23.42 vs. NCIAX (19.29). ANNPX return over 5 years is better than : 16.32 vs. NCIAX (2.80).
| ANNPX | NCIAX | ANNPX / NCIAX | |
| Total Expense Ratio | 0.71 | 0.83 | 86% |
| Annual Report Gross Expense Ratio | 0.84 | 0.90 | 93% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 13.841 | 12.781 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.38B | 1.19B | 116% |
| Annual Yield % from dividends | 2.24 | 1.96 | 114% |
| Returns for 1 year | 23.42 | 19.29 | 121% |
| Returns for 3 years | 38.07 | 33.68 | 113% |
| Returns for 5 years | 16.32 | 2.80 | 583% |
| Returns for 10 years | 45.13 | 68.64 | 66% |
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