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ANNPX vs PHIKX
ANNPX vs PHIKX Comparison
Open Charts ANNPX vs PHIKX
Virtus Convertible Inst
Price$35.59
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.28B
Columbia Convertible Securities C
Price$21.78
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
ANNPX vs PHIKX Comparison Chart
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ANNPX vs. PHIKX commentary
May 25, 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: 1.28B vs. PHIKX (1.11B). ANNPX pays higher dividends than PHIKX: ANNPX (2.49) 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 (108.00). 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 : 12.74 vs. PHIKX (9.39). ANNPX return over 5 years is better than : 25.10 vs. PHIKX (3.59).
| 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 | 1.281 | 0.906 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.28B | 1.11B | 115% |
| Annual Yield % from dividends | 2.49 | 1.16 | 215% |
| Returns for 1 year | 12.74 | 9.39 | 136% |
| Returns for 3 years | 25.22 | 11.20 | 225% |
| Returns for 5 years | 25.10 | 3.59 | 699% |
| Returns for 10 years | 22.58 | 26.33 | 86% |
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