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CNSDX vs MCOAX
CNSDX vs MCOAX Comparison
Open Charts CNSDX vs MCOAX
Invesco Convertible Securities Y
Price$24.02
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets693.22M
NYLI MacKay Convertible
Price$18.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.49B
CNSDX vs MCOAX Comparison Chart
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CNSDX 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 CNSDX is a Buy and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.49B vs. CNSDX (693M). MCOAX pays higher dividends than CNSDX: MCOAX (3.18) vs CNSDX (2.49). CNSDX was incepted earlier than MCOAX: CNSDX (28 years) vs MCOAX (30 years). MCOAX (0.94) is less costly to investors than CNSDX (0.72). CNSDX is a more actively managed with annual turnover of: 87.00 vs. MCOAX (35.00). CNSDX has a lower initial minimum investment than MCOAX: CNSDX (1000) vs MCOAX (15000). MCOAX IRA initial investment is lower compared to CNSDX: MCOAX (25000) vs CNSDX (250). CNSDX annual gain was more profitable for investors over the last year : 10.02 vs. MCOAX (5.80). MCOAX return over 5 years is better than : 14.84 vs. CNSDX (1.41).
| CNSDX | MCOAX | CNSDX / MCOAX | |
| Total Expense Ratio | 0.71 | 0.94 | 76% |
| Annual Report Gross Expense Ratio | 0.72 | 0.94 | 77% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 1.179 | 1.837 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 15000 | 7% |
| Min. Initial Investment IRA | 250 | 25000 | 1% |
| Net Assets | 693M | 1.49B | 46% |
| Annual Yield % from dividends | 2.49 | 3.18 | 78% |
| Returns for 1 year | 10.02 | 5.80 | 173% |
| Returns for 3 years | 16.06 | 14.04 | 114% |
| Returns for 5 years | 1.41 | 14.84 | 10% |
| Returns for 10 years | 20.11 | 27.17 | 74% |
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