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ANNPX vs PCVRX
ANNPX vs PCVRX Comparison
Open Charts ANNPX vs PCVRX
Virtus Convertible Inst
Price$38.24
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.34B
Putnam Convertible Securities R
Price$26.95
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.19M
ANNPX vs PCVRX Comparison Chart in %
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ANNPX vs. PCVRX 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.34B vs. PCVRX (514M). ANNPX pays higher dividends than PCVRX: ANNPX (2.32) vs PCVRX (2.14). ANNPX was incepted earlier than PCVRX: ANNPX (32 years) vs PCVRX (22 years). PCVRX (1.28) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. PCVRX (61.00). PCVRX has a lower initial minimum investment than ANNPX: PCVRX (0) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 22.05 vs. PCVRX (17.26). ANNPX return over 5 years is better than : 14.19 vs. PCVRX (-5.02).
| ANNPX | PCVRX | ANNPX / PCVRX | |
| Total Expense Ratio | 0.71 | 1.28 | 55% |
| Annual Report Gross Expense Ratio | 0.84 | 1.28 | 66% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 9.235 | 7.307 | 126% |
| Front Load | N/A | N/A | - |
| 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 | 2.14 | 108% |
| Returns for 1 year | 22.05 | 17.26 | 128% |
| Returns for 3 years | 28.54 | 25.15 | 113% |
| Returns for 5 years | 14.19 | -5.02 | -283% |
| Returns for 10 years | 36.06 | 25.07 | 144% |
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