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ANNPX vs PCNIX
ANNPX vs PCNIX Comparison
Open Charts ANNPX vs PCNIX
Virtus Convertible Inst
Price$37.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.32B
Putnam Convertible Securities I
Price$27.18
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets520.11M
ANNPX vs PCNIX Comparison Chart in %
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ANNPX vs. PCNIX commentary
Jul 09, 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: 1.32B vs. PCNIX (520M). ANNPX pays higher dividends than PCNIX: ANNPX (2.38) vs PCNIX (1.78). 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 annual gain was more profitable for investors over the last year : 17.35 vs. PCNIX (15.86). ANNPX return over 5 years is better than : 17.70 vs. PCNIX (1.98).
| 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 | 7.060 | 6.740 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 520M | 253% |
| Annual Yield % from dividends | 2.38 | 1.78 | 134% |
| Returns for 1 year | 17.35 | 15.86 | 109% |
| Returns for 3 years | 33.12 | 33.47 | 99% |
| Returns for 5 years | 17.70 | 1.98 | 893% |
| Returns for 10 years | 31.59 | 29.99 | 105% |
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