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ANNPX vs PCVRX
ANNPX vs PCVRX Comparison
Open Charts ANNPX vs PCVRX
Virtus Convertible Inst
Price$36.21
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets1.28B
Putnam Convertible Securities R
Price$26.15
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets500.87M
ANNPX vs PCVRX Comparison Chart in %
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ANNPX vs. PCVRX commentary
Jun 22, 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: 1.28B vs. PCVRX (501M). ANNPX pays higher dividends than PCVRX: ANNPX (2.39) vs PCVRX (1.69). 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 : 15.00 vs. PCVRX (13.09). ANNPX return over 5 years is better than : 20.13 vs. PCVRX (0.47).
| 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 | 3.599 | 3.313 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 501M | 255% |
| Annual Yield % from dividends | 2.39 | 1.69 | 142% |
| Returns for 1 year | 15.00 | 13.09 | 115% |
| Returns for 3 years | 32.09 | 29.47 | 109% |
| Returns for 5 years | 20.13 | 0.47 | 4,295% |
| Returns for 10 years | 24.24 | 14.60 | 166% |
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