Interact to see
Advertisement
Advertisement
ANNPX vs PHIKX
ANNPX vs PHIKX Comparison
Open Charts ANNPX vs PHIKX
Virtus Convertible Inst
Price$39.95
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets1.39B
Columbia Convertible Securities C
Price$24.18
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.19B
ANNPX vs PHIKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANNPX vs. PHIKX 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 PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
ANNPX has more cash in the bank: 1.39B vs. PHIKX (1.19B). ANNPX pays higher dividends than PHIKX: ANNPX (2.24) vs PHIKX (1.07). ANNPX was incepted earlier than PHIKX: ANNPX (32 years) vs PHIKX (29 years). PHIKX (1.90) 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 : 24.63 vs. PHIKX (19.18). ANNPX return over 5 years is better than : 17.14 vs. PHIKX (-1.09).
| ANNPX | PHIKX | ANNPX / PHIKX | |
| Total Expense Ratio | 0.71 | 1.83 | 39% |
| Annual Report Gross Expense Ratio | 0.84 | 1.90 | 44% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 13.841 | 12.035 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.39B | 1.19B | 117% |
| Annual Yield % from dividends | 2.24 | 1.07 | 209% |
| Returns for 1 year | 24.63 | 19.18 | 128% |
| Returns for 3 years | 33.63 | 25.84 | 130% |
| Returns for 5 years | 17.14 | -1.09 | -1,572% |
| Returns for 10 years | 44.74 | 53.39 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement