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ANNPX vs PCONX
ANNPX vs PCONX Comparison
Open Charts ANNPX vs PCONX
Virtus Convertible Inst
Price$38.24
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.34B
Putnam Convertible Securities A
Price$27.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.19M
ANNPX vs PCONX Comparison Chart in %
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ANNPX vs. PCONX commentary
Aug 08, 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: 1.34B vs. PCONX (514M). PCONX (2.37) and ANNPX (2.32) have matching dividends . 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 : 22.05 vs. PCONX (17.56). ANNPX return over 5 years is better than : 14.19 vs. PCONX (-3.66).
| 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 | 9.235 | 7.471 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 514M | 260% |
| Annual Yield % from dividends | 2.32 | 2.37 | 98% |
| Returns for 1 year | 22.05 | 17.56 | 126% |
| Returns for 3 years | 28.54 | 26.05 | 110% |
| Returns for 5 years | 14.19 | -3.66 | -388% |
| Returns for 10 years | 36.06 | 28.42 | 127% |
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