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ANNPX vs PCONX
ANNPX vs PCONX Comparison
Open Charts ANNPX vs PCONX
Virtus Convertible Inst
Price$37.47
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets1.31B
Putnam Convertible Securities A
Price$27.20
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets519.89M
ANNPX vs PCONX Comparison Chart in %
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ANNPX vs. PCONX commentary
Jul 15, 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: 1.32B vs. PCONX (520M). ANNPX pays higher dividends than PCONX: ANNPX (2.38) vs PCONX (1.54). 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 annual gain was more profitable for investors over the last year : 16.12 vs. PCONX (14.33). ANNPX return over 5 years is better than : 17.51 vs. PCONX (-0.59).
| 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 | 7.203 | 6.732 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 520M | 253% |
| Annual Yield % from dividends | 2.38 | 1.54 | 154% |
| Returns for 1 year | 16.12 | 14.33 | 113% |
| Returns for 3 years | 35.27 | 33.79 | 104% |
| Returns for 5 years | 17.51 | -0.59 | -2,984% |
| Returns for 10 years | 30.05 | 23.77 | 126% |
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