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COCRX vs MCOAX
COCRX vs MCOAX Comparison
Open Charts COCRX vs MCOAX
Columbia Convertible Securities Inst2
Price$22.60
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets1.12B
NYLI MacKay Convertible
Price$19.19
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets1.5B
COCRX vs MCOAX Comparison Chart
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COCRX vs. MCOAX commentary
Jun 04, 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 COCRX is a Hold and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.5B vs. COCRX (1.12B). MCOAX pays higher dividends than COCRX: MCOAX (3.07) vs COCRX (2.09). COCRX was incepted earlier than MCOAX: COCRX (13 years) vs MCOAX (30 years). MCOAX (0.94) is less costly to investors than COCRX (0.86). COCRX is a more actively managed with annual turnover of: 108.00 vs. MCOAX (35.00). COCRX has a lower initial minimum investment than MCOAX: COCRX (0) vs MCOAX (15000). COCRX annual gain was more profitable for investors over the last year : 10.88 vs. MCOAX (7.95). MCOAX return over 5 years is better than : 11.40 vs. COCRX (4.87).
| COCRX | MCOAX | COCRX / MCOAX | |
| Total Expense Ratio | 0.79 | 0.94 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 0.94 | 91% |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | 2.155 | 3.236 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.12B | 1.5B | 74% |
| Annual Yield % from dividends | 2.09 | 3.07 | 68% |
| Returns for 1 year | 10.88 | 7.95 | 137% |
| Returns for 3 years | 11.14 | 11.17 | 100% |
| Returns for 5 years | 4.87 | 11.40 | 43% |
| Returns for 10 years | 41.50 | 28.33 | 147% |
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