Interact to see
Advertisement
Advertisement
CAGCX vs MCOAX
CAGCX vs MCOAX Comparison
Open Charts CAGCX vs MCOAX
Calamos Global Convertible A
Price$13.01
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets140.05M
NYLI MacKay Convertible
Price$19.39
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets1.52B
CAGCX vs MCOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAGCX vs. MCOAX commentary
Jun 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 CAGCX is a Hold and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.52B vs. CAGCX (140M). MCOAX pays higher dividends than CAGCX: MCOAX (3.07) vs CAGCX (0.00). CAGCX was incepted earlier than MCOAX: CAGCX (10 years) vs MCOAX (30 years). CAGCX (1.35) is less costly to investors than MCOAX (0.94). CAGCX is a more actively managed with annual turnover of: 40.00 vs. MCOAX (35.00). MCOAX initial investment is less costly to investors than CAGCX (2%) vs CAGCX (2%). CAGCX has a lower initial minimum investment than MCOAX: CAGCX (2500) vs MCOAX (15000). CAGCX annual gain was more profitable for investors over the last year : 14.32 vs. MCOAX (9.02). MCOAX return over 5 years is better than : 10.87 vs. CAGCX (4.66).
| CAGCX | MCOAX | CAGCX / MCOAX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.35 | 0.94 | 144% |
| Fund Existence | 10 years | 30 years | - |
| Gain YTD | 6.990 | 4.312 | 162% |
| Front Load | 2% | 6% | 41% |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 140M | 1.52B | 9% |
| Annual Yield % from dividends | 0.00 | 3.07 | - |
| Returns for 1 year | 14.32 | 9.02 | 159% |
| Returns for 3 years | 24.85 | 11.09 | 224% |
| Returns for 5 years | 4.66 | 10.87 | 43% |
| Returns for 10 years | 35.63 | 30.64 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers