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CNSIX vs MCOAX
CNSIX vs MCOAX Comparison
Open Charts CNSIX vs MCOAX
Invesco Convertible Securities R5
Price$26.52
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets739.77M
NYLI MacKay Convertible
Price$20.62
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.62B
CNSIX vs MCOAX Comparison Chart in %
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CNSIX vs. MCOAX commentary
Sep 10, 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: 1.62B vs. CNSIX (740M). MCOAX pays higher dividends than CNSIX: MCOAX (2.96) vs CNSIX (2.41). 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 : 18.26 vs. MCOAX (12.70). MCOAX return over 5 years is better than : 11.66 vs. CNSIX (-1.33).
| 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 | 12.555 | 11.282 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 740M | 1.62B | 46% |
| Annual Yield % from dividends | 2.41 | 2.96 | 81% |
| Returns for 1 year | 18.26 | 12.70 | 144% |
| Returns for 3 years | 24.07 | 20.58 | 117% |
| Returns for 5 years | -1.33 | 11.66 | -11% |
| Returns for 10 years | 38.93 | 46.33 | 84% |
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