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CNSIX vs MCOAX
CNSIX vs MCOAX Comparison
Open Charts CNSIX vs MCOAX
Invesco Convertible Securities R5
Price$24.37
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets700.13M
NYLI MacKay Convertible
Price$19.25
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.51B
CNSIX vs MCOAX Comparison Chart
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CNSIX vs. MCOAX commentary
Jun 05, 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: 1.51B vs. CNSIX (700M). MCOAX pays higher dividends than CNSIX: MCOAX (3.07) vs CNSIX (2.45). CNSIX was incepted earlier than MCOAX: CNSIX (14 years) vs MCOAX (30 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 : 11.10 vs. MCOAX (8.59). MCOAX return over 5 years is better than : 10.07 vs. CNSIX (-1.84).
| 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 | 30 years | - |
| Gain YTD | 2.541 | 3.559 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 700M | 1.51B | 46% |
| Annual Yield % from dividends | 2.45 | 3.07 | 80% |
| Returns for 1 year | 11.10 | 8.59 | 129% |
| Returns for 3 years | 13.04 | 11.52 | 113% |
| Returns for 5 years | -1.84 | 10.07 | -18% |
| Returns for 10 years | 21.68 | 28.73 | 75% |
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