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ANNPX vs PCNIX
ANNPX vs PCNIX Comparison
Open Charts ANNPX vs PCNIX
Virtus Convertible Inst
Price$34.07
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.22B
Putnam Convertible Securities I
Price$24.92
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets480.53M
ANNPX vs PCNIX Comparison Chart
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ANNPX vs. PCNIX 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 PCNIX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.22B vs. PCNIX (481M). ANNPX pays higher dividends than PCNIX: ANNPX (2.51) vs PCNIX (2.37). ANNPX was incepted earlier than PCNIX: ANNPX (32 years) vs PCNIX (10 years). ANNPX (0.84) is less costly to investors than PCNIX (0.68). ANNPX is a more actively managed with annual turnover of: 152.00 vs. PCNIX (61.00). ANNPX has a lower initial minimum investment than PCNIX: ANNPX (1000000) vs PCNIX (5000000). ANNPX (10.87) and PCNIX (10.37) have marching annual gain over last year. ANNPX return over 5 years is better than : 29.21 vs. PCNIX (12.24).
| ANNPX | PCNIX | ANNPX / PCNIX | |
| Total Expense Ratio | 0.71 | 0.68 | 104% |
| Annual Report Gross Expense Ratio | 0.84 | 0.68 | 124% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -3.044 | -2.280 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 481M | 253% |
| Annual Yield % from dividends | 2.51 | 2.37 | 106% |
| Returns for 1 year | 10.87 | 10.37 | 105% |
| Returns for 3 years | 11.79 | 12.50 | 94% |
| Returns for 5 years | 29.21 | 12.24 | 239% |
| Returns for 10 years | 18.44 | 16.70 | 110% |