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ANNPX vs PBXIX
ANNPX vs PBXIX Comparison
Open Charts ANNPX vs PBXIX
Virtus Convertible Inst
Price$35.04
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.25B
Rational/Pier 88 Convertible Secs Instl
Price$10.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets204.52M
ANNPX vs PBXIX Comparison Chart
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ANNPX vs. PBXIX commentary
May 12, 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: 1.25B vs. PBXIX (205M). ANNPX pays higher dividends than PBXIX: ANNPX (2.49) vs PBXIX (1.87). ANNPX was incepted earlier than PBXIX: ANNPX (32 years) vs PBXIX (5 years). PBXIX (1.20) 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 : 11.48 vs. PBXIX (4.92). ANNPX (25.77) and PBXIX (24.87) have equivalent 5 years return.
| ANNPX | PBXIX | ANNPX / PBXIX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.84 | 1.20 | 70% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | -0.284 | -1.043 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 205M | 609% |
| Annual Yield % from dividends | 2.49 | 1.87 | 133% |
| Returns for 1 year | 11.48 | 4.92 | 233% |
| Returns for 3 years | 23.04 | 9.57 | 241% |
| Returns for 5 years | 25.77 | 24.87 | 104% |
| Returns for 10 years | 22.34 | N/A | - |
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