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ANNPX vs PCVRX
ANNPX vs PCVRX Comparison
Open Charts ANNPX vs PCVRX
Virtus Convertible Inst
Price$35.04
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.25B
Putnam Convertible Securities R
Price$25.37
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets493.36M
ANNPX vs PCVRX Comparison Chart
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ANNPX vs. PCVRX commentary
May 11, 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: 1.25B vs. PCVRX (493M). ANNPX pays higher dividends than PCVRX: ANNPX (2.49) vs PCVRX (1.75). ANNPX was incepted earlier than PCVRX: ANNPX (32 years) vs PCVRX (21 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 : 11.42 vs. PCVRX (10.35). ANNPX return over 5 years is better than : 25.70 vs. PCVRX (5.87).
| 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 | 21 years | - |
| Gain YTD | -0.341 | 0.429 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 493M | 253% |
| Annual Yield % from dividends | 2.49 | 1.75 | 142% |
| Returns for 1 year | 11.42 | 10.35 | 110% |
| Returns for 3 years | 22.97 | 21.06 | 109% |
| Returns for 5 years | 25.70 | 5.87 | 438% |
| Returns for 10 years | 22.27 | 12.95 | 172% |