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CNSIX vs MCOAX
CNSIX vs MCOAX Comparison
Open Charts CNSIX vs MCOAX
Invesco Convertible Securities R5
Price$25.91
Change+$0.27 (+1.05%)
VolumeN/A
Net Assets724.78M
NYLI MacKay Convertible
Price$20.01
Change+$0.19 (+0.96%)
VolumeN/A
Net Assets1.56B
CNSIX vs MCOAX Comparison Chart in %
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CNSIX vs. MCOAX commentary
Aug 14, 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 CNSIX is a Buy and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.56B vs. CNSIX (725M). MCOAX pays higher dividends than CNSIX: MCOAX (3.01) vs CNSIX (2.44). CNSIX was incepted earlier than MCOAX: CNSIX (14 years) vs MCOAX (31 years). MCOAX (0.94) is less costly to investors than CNSIX (0.68). CNSIX is a more actively managed with annual turnover of: 87.00 vs. MCOAX (35.00). MCOAX has a lower initial minimum investment than CNSIX: MCOAX (15000) vs CNSIX (1000000). CNSIX annual gain was more profitable for investors over the last year : 16.42 vs. MCOAX (10.77). MCOAX return over 5 years is better than : 6.18 vs. CNSIX (-4.94).
| CNSIX | MCOAX | CNSIX / MCOAX | |
| Total Expense Ratio | 0.67 | 0.94 | 71% |
| Annual Report Gross Expense Ratio | 0.68 | 0.94 | 72% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 9.026 | 7.990 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 725M | 1.56B | 47% |
| Annual Yield % from dividends | 2.44 | 3.01 | 81% |
| Returns for 1 year | 16.42 | 10.77 | 152% |
| Returns for 3 years | 17.89 | 15.46 | 116% |
| Returns for 5 years | -4.94 | 6.18 | -80% |
| Returns for 10 years | 31.90 | 37.98 | 84% |
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