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ANZAX vs MCOAX
ANZAX vs MCOAX Comparison
Open Charts ANZAX vs MCOAX
NYLI MacKay Convertible
Price$18.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.49B
ANZAX vs MCOAX Comparison Chart
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ANZAX vs. MCOAX 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 ANZAX is a Hold and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.49B vs. ANZAX (1.28B). MCOAX pays higher dividends than ANZAX: MCOAX (3.18) vs ANZAX (2.13). ANZAX was incepted earlier than MCOAX: ANZAX (15 years) vs MCOAX (30 years). ANZAX (1.09) is less costly to investors than MCOAX (0.94). ANZAX is a more actively managed with annual turnover of: 152.00 vs. MCOAX (35.00). ANZAX (6%) and MCOAX (6%) have equivalent initial investment costs. ANZAX has a lower initial minimum investment than MCOAX: ANZAX (2500) vs MCOAX (15000). ANZAX annual gain was more profitable for investors over the last year : 12.46 vs. MCOAX (5.80). ANZAX return over 5 years is better than : 23.95 vs. MCOAX (14.84).
| ANZAX | MCOAX | ANZAX / MCOAX | |
| Total Expense Ratio | 0.96 | 0.94 | 102% |
| Annual Report Gross Expense Ratio | 1.09 | 0.94 | 116% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | 1.183 | 1.837 | 64% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.28B | 1.49B | 85% |
| Annual Yield % from dividends | 2.13 | 3.18 | 67% |
| Returns for 1 year | 12.46 | 5.80 | 215% |
| Returns for 3 years | 23.96 | 14.04 | 171% |
| Returns for 5 years | 23.95 | 14.84 | 161% |
| Returns for 10 years | 20.96 | 27.17 | 77% |
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