Ad is loading...
CNSDX vs PACIX
CNSDX vs PACIX Comparison
Open Charts CNSDX vs PACIX
Invesco Convertible Securities Y
Price$23.13
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets676.19M
Columbia Convertible Securities A
Price$21.13
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets1.09B
CNSDX vs PACIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CNSDX vs. PACIX 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 CNSDX is a Buy and PACIX is a Hold.
FUNDAMENTALS
Fundamentals
PACIX has more cash in the bank: 1.09B vs. CNSDX (676M). CNSDX pays higher dividends than PACIX: CNSDX (2.52) vs PACIX (1.91). CNSDX was incepted earlier than PACIX: CNSDX (28 years) vs PACIX (38 years). PACIX (1.16) is less costly to investors than CNSDX (0.70). CNSDX is a more actively managed with annual turnover of: 87.00 vs. PACIX (72.00). CNSDX has a lower initial minimum investment than PACIX: CNSDX (1000) vs PACIX (2000). PACIX IRA initial investment is lower compared to CNSDX: PACIX (1000) vs CNSDX (250). PACIX annual gain was more profitable for investors over the last year : 8.16 vs. CNSDX (7.43). PACIX return over 5 years is better than : 11.63 vs. CNSDX (4.85).
| CNSDX | PACIX | CNSDX / PACIX | |
| Total Expense Ratio | 0.69 | 1.08 | 64% |
| Annual Report Gross Expense Ratio | 0.70 | 1.16 | 60% |
| Fund Existence | 28 years | 38 years | - |
| Gain YTD | -2.570 | -2.371 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 1000 | 25% |
| Net Assets | 676M | 1.09B | 62% |
| Annual Yield % from dividends | 2.52 | 1.91 | 132% |
| Returns for 1 year | 7.43 | 8.16 | 91% |
| Returns for 3 years | 6.17 | 0.72 | 857% |
| Returns for 5 years | 4.85 | 11.63 | 42% |
| Returns for 10 years | 16.75 | 31.63 | 53% |
View a ticker or compare two or three
VS
VS
Ad is loading...