Interact to see
Advertisement
Advertisement
ANNPX vs PCNIX
ANNPX vs PCNIX Comparison
Open Charts ANNPX vs PCNIX
Virtus Convertible Inst
Price$36.17
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.27B
Putnam Convertible Securities I
Price$26.41
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets500.28M
ANNPX vs PCNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANNPX vs. PCNIX commentary
Jun 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 PCNIX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.27B vs. PCNIX (500M). ANNPX pays higher dividends than PCNIX: ANNPX (2.39) vs PCNIX (2.24). 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 : 14.62 vs. PCNIX (13.42). ANNPX return over 5 years is better than : 20.03 vs. PCNIX (3.92).
| 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 | 3.513 | 3.446 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 500M | 254% |
| Annual Yield % from dividends | 2.39 | 2.24 | 106% |
| Returns for 1 year | 14.62 | 13.42 | 109% |
| Returns for 3 years | 33.39 | 33.34 | 100% |
| Returns for 5 years | 20.03 | 3.92 | 511% |
| Returns for 10 years | 24.62 | 22.72 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers