Interact to see
Advertisement
Advertisement
ANNPX vs PCVRX
ANNPX vs PCVRX Comparison
Open Charts ANNPX vs PCVRX
Virtus Convertible Inst
Price$39.95
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets1.39B
Putnam Convertible Securities R
Price$27.67
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets519.75M
ANNPX vs PCVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANNPX vs. PCVRX 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.39B vs. PCVRX (520M). ANNPX pays higher dividends than PCVRX: ANNPX (2.24) vs PCVRX (2.12). 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 : 24.63 vs. PCVRX (17.32). ANNPX return over 5 years is better than : 17.14 vs. PCVRX (-3.90).
| 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 | 13.841 | 9.736 | 142% |
| Front Load | N/A | N/A | - |
| 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 | 2.12 | 106% |
| Returns for 1 year | 24.63 | 17.32 | 142% |
| Returns for 3 years | 33.63 | 27.36 | 123% |
| Returns for 5 years | 17.14 | -3.90 | -439% |
| Returns for 10 years | 44.74 | 31.55 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ARDC | 14.87 | 0.08 | +0.54% |
| Ares Dynamic Credit Allocation Fund | |||
| IXC | 40.73 | 0.07 | +0.17% |
| iShares Global Energy ETF | |||
| PSMJ | 31.17 | 0.02 | +0.08% |
| Pacer Swan SOS Moderate (July) ETF | |||
| LGDX | 21.99 | N/A | N/A |
| Intech S&P Large Cap Diversified Alpha ETF | |||
| GOOP | 32.58 | -0.03 | -0.10% |
| Kurv Yield Premium Str Google ETF | |||