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ANNPX vs PHIKX
ANNPX vs PHIKX Comparison
Open Charts ANNPX vs PHIKX
Virtus Convertible Inst
Price$36.17
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.27B
Columbia Convertible Securities C
Price$22.41
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets1.13B
ANNPX vs PHIKX Comparison Chart in %
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ANNPX vs. PHIKX commentary
Jun 20, 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: 1.27B vs. PHIKX (1.13B). ANNPX pays higher dividends than PHIKX: ANNPX (2.39) vs PHIKX (1.12). 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 : 14.59 vs. PHIKX (12.17). ANNPX return over 5 years is better than : 20.00 vs. PHIKX (1.81).
| 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 | 3.484 | 3.824 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.27B | 1.13B | 112% |
| Annual Yield % from dividends | 2.39 | 1.12 | 213% |
| Returns for 1 year | 14.59 | 12.17 | 120% |
| Returns for 3 years | 33.35 | 19.79 | 169% |
| Returns for 5 years | 20.00 | 1.81 | 1,102% |
| Returns for 10 years | 24.59 | 29.92 | 82% |
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