Interact to see
Advertisement
Advertisement
ANZAX vs MCOAX
ANZAX vs MCOAX Comparison
Open Charts ANZAX vs MCOAX
ANZAX vs MCOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANZAX vs. MCOAX commentary
Sep 09, 2026
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: 1.88B vs. ANZAX (1.6B). MCOAX pays higher dividends than ANZAX: MCOAX (1.94) vs ANZAX (0.92). ANZAX was incepted earlier than MCOAX: ANZAX (16 years) vs MCOAX (32 years). ANZAX (1.09) is less costly to investors than MCOAX (0.93). ANZAX is a more actively managed with annual turnover of: 159.00 vs. MCOAX (40.00). ANZAX (6%) and MCOAX (6%) have equivalent initial investment costs. ANZAX has a lower initial minimum investment than MCOAX: ANZAX (2500) vs MCOAX (15000). MCOAX annual gain was more profitable for investors over the last year : 16.81 vs. ANZAX (10.74). MCOAX return over 5 years is better than : 4.53 vs. ANZAX (1.88).
| ANZAX | MCOAX | ANZAX / MCOAX | |
| Total Expense Ratio | 0.96 | 0.93 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 0.93 | 117% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 11.908 | 18.158 | 66% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.6B | 1.88B | 85% |
| Annual Yield % from dividends | 0.92 | 1.94 | 48% |
| Returns for 1 year | 10.74 | 16.81 | 64% |
| Returns for 3 years | 46.01 | 39.54 | 116% |
| Returns for 5 years | 1.88 | 4.53 | 41% |
| Returns for 10 years | 68.56 | 67.31 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement