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CNSIX vs MCOAX
CNSIX vs MCOAX Comparison
Open Charts CNSIX vs MCOAX
Invesco Convertible Securities R5
Price$22.99
Change+$0.30 (+1.32%)
VolumeN/A
Net Assets665.54M
NYLI MacKay Convertible
Price$18.19
Change+$0.21 (+1.17%)
VolumeN/A
Net Assets1.43B
CNSIX vs MCOAX Comparison Chart
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CNSIX vs. MCOAX commentary
Apr 25, 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: 1.43B vs. CNSIX (666M). MCOAX pays higher dividends than CNSIX: MCOAX (3.20) vs CNSIX (2.56). CNSIX was incepted earlier than MCOAX: CNSIX (14 years) vs MCOAX (30 years). MCOAX (0.94) is less costly to investors than CNSIX (0.67). 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 : 3.94 vs. MCOAX (3.34). MCOAX return over 5 years is better than : 17.32 vs. CNSIX (1.86).
| CNSIX | MCOAX | CNSIX / MCOAX | |
| Total Expense Ratio | 0.66 | 0.94 | 70% |
| Annual Report Gross Expense Ratio | 0.67 | 0.94 | 71% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | -5.396 | -2.144 | 252% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 666M | 1.43B | 47% |
| Annual Yield % from dividends | 2.56 | 3.20 | 80% |
| Returns for 1 year | 3.94 | 3.34 | 118% |
| Returns for 3 years | 1.83 | 3.29 | 56% |
| Returns for 5 years | 1.86 | 17.32 | 11% |
| Returns for 10 years | 13.27 | 22.77 | 58% |
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