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ANNPX vs PCONX
ANNPX vs PCONX Comparison
Open Charts ANNPX vs PCONX
Virtus Convertible Inst
Price$35.57
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets1.27B
Putnam Convertible Securities A
Price$25.93
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets497.73M
ANNPX vs PCONX Comparison Chart
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ANNPX vs. PCONX commentary
May 23, 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 PCONX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.27B vs. PCONX (498M). ANNPX pays higher dividends than PCONX: ANNPX (2.49) vs PCONX (1.99). ANNPX was incepted earlier than PCONX: ANNPX (32 years) vs PCONX (53 years). PCONX (1.03) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. PCONX (61.00). PCONX has a lower initial minimum investment than ANNPX: PCONX (0) vs ANNPX (1000000). ANNPX (11.48) and PCONX (11.17) have marching annual gain over last year. ANNPX return over 5 years is better than : 24.86 vs. PCONX (6.52).
| ANNPX | PCONX | ANNPX / PCONX | |
| Total Expense Ratio | 0.71 | 1.03 | 69% |
| Annual Report Gross Expense Ratio | 0.84 | 1.03 | 82% |
| Fund Existence | 32 years | 53 years | - |
| Gain YTD | 1.082 | 1.788 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 498M | 256% |
| Annual Yield % from dividends | 2.49 | 1.99 | 125% |
| Returns for 1 year | 11.48 | 11.17 | 103% |
| Returns for 3 years | 23.47 | 22.59 | 104% |
| Returns for 5 years | 24.86 | 6.52 | 381% |
| Returns for 10 years | 21.72 | 15.94 | 136% |
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