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ANNPX vs PHIKX
ANNPX vs PHIKX Comparison
Open Charts ANNPX vs PHIKX
Virtus Convertible Inst
Price$38.34
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets1.34B
Columbia Convertible Securities C
Price$23.36
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.17B
ANNPX vs PHIKX Comparison Chart in %
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ANNPX vs. PHIKX commentary
Aug 08, 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: 1.34B vs. PHIKX (1.17B). ANNPX pays higher dividends than PHIKX: ANNPX (2.32) vs PHIKX (1.09). 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 : 22.85 vs. PHIKX (17.96). ANNPX return over 5 years is better than : 14.37 vs. PHIKX (-2.44).
| 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 | 9.406 | 8.829 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.34B | 1.17B | 114% |
| Annual Yield % from dividends | 2.32 | 1.09 | 212% |
| Returns for 1 year | 22.85 | 17.96 | 127% |
| Returns for 3 years | 28.34 | 23.03 | 123% |
| Returns for 5 years | 14.37 | -2.44 | -589% |
| Returns for 10 years | 35.17 | 45.61 | 77% |
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