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ANNPX vs PCNTX
ANNPX vs PCNTX Comparison
Open Charts ANNPX vs PCNTX
Virtus Convertible Inst
Price$34.07
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.22B
Putnam Convertible Securities R6
Price$24.86
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets480.53M
ANNPX vs PCNTX Comparison Chart
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ANNPX vs. PCNTX 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 PCNTX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.22B vs. PCNTX (481M). ANNPX pays higher dividends than PCNTX: ANNPX (2.51) vs PCNTX (2.34). ANNPX was incepted earlier than PCNTX: ANNPX (32 years) vs PCNTX (7 years). ANNPX (0.84) is less costly to investors than PCNTX (0.72). ANNPX is a more actively managed with annual turnover of: 152.00 vs. PCNTX (61.00). PCNTX has a lower initial minimum investment than ANNPX: PCNTX (0) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 10.87 vs. PCNTX (10.31). ANNPX return over 5 years is better than : 29.21 vs. PCNTX (11.57).
| ANNPX | PCNTX | ANNPX / PCNTX | |
| Total Expense Ratio | 0.71 | 0.72 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.72 | 117% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -3.044 | -2.296 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 481M | 253% |
| Annual Yield % from dividends | 2.51 | 2.34 | 108% |
| Returns for 1 year | 10.87 | 10.31 | 105% |
| Returns for 3 years | 11.79 | 11.96 | 99% |
| Returns for 5 years | 29.21 | 11.57 | 252% |
| Returns for 10 years | 18.44 | N/A | - |