Interact to see
Advertisement
Advertisement
ANNPX vs PBXIX
ANNPX vs PBXIX Comparison
Open Charts ANNPX vs PBXIX
Virtus Convertible Inst
Price$38.29
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets1.34B
Rational/Pier 88 Convertible Secs Instl
Price$11.16
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets210.22M
ANNPX vs PBXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANNPX vs. PBXIX commentary
Jul 19, 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.34B vs. PBXIX (210M). PBXIX pays higher dividends than ANNPX: PBXIX (2.93) vs ANNPX (2.38). ANNPX was incepted earlier than PBXIX: ANNPX (32 years) vs PBXIX (6 years). PBXIX (1.16) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. PBXIX (114.00). PBXIX has a lower initial minimum investment than ANNPX: PBXIX (1000) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 18.30 vs. PBXIX (5.80). ANNPX return over 5 years is better than : 20.14 vs. PBXIX (17.23).
| ANNPX | PBXIX | ANNPX / PBXIX | |
| Total Expense Ratio | 0.71 | 0.99 | 72% |
| Annual Report Gross Expense Ratio | 0.84 | 1.16 | 72% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 9.349 | 1.979 | 472% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 210M | 638% |
| Annual Yield % from dividends | 2.38 | 2.93 | 81% |
| Returns for 1 year | 18.30 | 5.80 | 316% |
| Returns for 3 years | 37.33 | 16.17 | 231% |
| Returns for 5 years | 20.14 | 17.23 | 117% |
| Returns for 10 years | 33.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WAUSX | 14.99 | 0.20 | +1.35% |
| Wasatch US Select Investor | |||
| EQNRX | 22.73 | 0.14 | +0.62% |
| MFS Equity Income R1 | |||
| AMADX | 37.41 | 0.22 | +0.59% |
| American Century Discplnd Cor Val A | |||
| MYICX | 8.93 | 0.03 | +0.34% |
| NYLI WMC International Research Eq Cl C | |||
| CIRRX | 17.77 | -0.01 | -0.06% |
| Cohen & Steers Real Estate Securities R | |||