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ANZAX vs MCOAX
ANZAX vs MCOAX Comparison
Open Charts ANZAX vs MCOAX
NYLI MacKay Convertible
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.45B
ANZAX vs MCOAX Comparison Chart
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ANZAX vs. MCOAX commentary
Apr 28, 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: 1.45B vs. ANZAX (1.22B). MCOAX pays higher dividends than ANZAX: MCOAX (3.20) vs ANZAX (2.15). 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 : 10.59 vs. MCOAX (3.97). ANZAX return over 5 years is better than : 28.03 vs. MCOAX (17.58).
| 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 | -3.115 | -1.929 | 162% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.22B | 1.45B | 84% |
| Annual Yield % from dividends | 2.15 | 3.20 | 67% |
| Returns for 1 year | 10.59 | 3.97 | 267% |
| Returns for 3 years | 10.68 | 5.33 | 200% |
| Returns for 5 years | 28.03 | 17.58 | 159% |
| Returns for 10 years | 16.88 | 22.97 | 73% |
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