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ANNPX vs PBXIX
ANNPX vs PBXIX Comparison
Open Charts ANNPX vs PBXIX
Virtus Convertible Inst
Price$36.20
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.3B
Rational/Pier 88 Convertible Secs Instl
Price$11.00
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets204.28M
ANNPX vs PBXIX Comparison Chart
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ANNPX vs. PBXIX commentary
Jun 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.3B vs. PBXIX (204M). ANNPX pays higher dividends than PBXIX: ANNPX (2.39) vs PBXIX (1.86). 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 : 13.61 vs. PBXIX (4.24). ANNPX return over 5 years is better than : 21.06 vs. PBXIX (17.17).
| 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 | 3.046 | -1.133 | -269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 204M | 635% |
| Annual Yield % from dividends | 2.39 | 1.86 | 129% |
| Returns for 1 year | 13.61 | 4.24 | 321% |
| Returns for 3 years | 22.38 | 5.72 | 391% |
| Returns for 5 years | 21.06 | 17.17 | 123% |
| Returns for 10 years | 25.24 | N/A | - |
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