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CNSDX vs MCOAX
CNSDX vs MCOAX Comparison
Open Charts CNSDX vs MCOAX
Invesco Convertible Securities Y
Price$25.73
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets727.77M
NYLI MacKay Convertible
Price$19.84
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
CNSDX vs MCOAX Comparison Chart in %
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CNSDX vs. MCOAX commentary
Aug 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 CNSDX is a Buy and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.56B vs. CNSDX (728M). MCOAX pays higher dividends than CNSDX: MCOAX (3.01) vs CNSDX (2.40). CNSDX was incepted earlier than MCOAX: CNSDX (28 years) vs MCOAX (31 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 : 17.69 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. CNSDX (-4.31).
| 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 | 31 years | - |
| Gain YTD | 9.370 | 7.072 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 15000 | 7% |
| Min. Initial Investment IRA | 250 | 25000 | 1% |
| Net Assets | 728M | 1.56B | 47% |
| Annual Yield % from dividends | 2.40 | 3.01 | 80% |
| Returns for 1 year | 17.69 | 11.33 | 156% |
| Returns for 3 years | 20.91 | 17.65 | 118% |
| Returns for 5 years | -4.31 | 5.73 | -75% |
| Returns for 10 years | 32.29 | 36.97 | 87% |
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