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ANNPX vs PHIKX
ANNPX vs PHIKX Comparison
Open Charts ANNPX vs PHIKX
Virtus Convertible Inst
Price$34.07
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.22B
Columbia Convertible Securities C
Price$21.02
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.09B
ANNPX vs PHIKX Comparison Chart
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ANNPX vs. PHIKX commentary
Apr 28, 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 PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.22B vs. PHIKX (1.09B). ANNPX pays higher dividends than PHIKX: ANNPX (2.51) vs PHIKX (1.16). ANNPX was incepted earlier than PHIKX: ANNPX (32 years) vs PHIKX (29 years). PHIKX (1.91) is less costly to investors than ANNPX (0.84). ANNPX is a more actively managed with annual turnover of: 152.00 vs. PHIKX (72.00). PHIKX has a lower initial minimum investment than ANNPX: PHIKX (2000) vs ANNPX (1000000). ANNPX annual gain was more profitable for investors over the last year : 10.87 vs. PHIKX (7.34). ANNPX return over 5 years is better than : 29.21 vs. PHIKX (7.44).
| ANNPX | PHIKX | ANNPX / PHIKX | |
| Total Expense Ratio | 0.71 | 1.83 | 39% |
| Annual Report Gross Expense Ratio | 0.84 | 1.91 | 44% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -3.044 | -2.615 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.22B | 1.09B | 112% |
| Annual Yield % from dividends | 2.51 | 1.16 | 216% |
| Returns for 1 year | 10.87 | 7.34 | 148% |
| Returns for 3 years | 11.79 | -1.56 | -755% |
| Returns for 5 years | 29.21 | 7.44 | 393% |
| Returns for 10 years | 18.44 | 22.54 | 82% |
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