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ANNPX vs PCONX
ANNPX vs PCONX Comparison
Open Charts ANNPX vs PCONX
Virtus Convertible Inst
Price$39.95
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets1.39B
Putnam Convertible Securities A
Price$27.89
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets519.75M
ANNPX vs PCONX Comparison Chart in %
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ANNPX vs. PCONX commentary
Sep 09, 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: 1.39B vs. PCONX (520M). PCONX (2.34) and ANNPX (2.24) 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 : 24.63 vs. PCONX (17.64). ANNPX return over 5 years is better than : 17.14 vs. PCONX (-2.53).
| 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 | 13.841 | 9.925 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 520M | 268% |
| Annual Yield % from dividends | 2.24 | 2.34 | 96% |
| Returns for 1 year | 24.63 | 17.64 | 140% |
| Returns for 3 years | 33.63 | 28.27 | 119% |
| Returns for 5 years | 17.14 | -2.53 | -676% |
| Returns for 10 years | 44.74 | 35.02 | 128% |
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