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COCRX vs MCOAX
COCRX vs MCOAX Comparison
Open Charts COCRX vs MCOAX
Columbia Convertible Securities Inst2
Price$24.46
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.19B
NYLI MacKay Convertible
Price$20.53
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets1.62B
COCRX vs MCOAX Comparison Chart in %
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COCRX vs. MCOAX commentary
Sep 08, 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: 1.62B vs. COCRX (1.19B). MCOAX pays higher dividends than COCRX: MCOAX (2.96) vs COCRX (1.97). COCRX was incepted earlier than MCOAX: COCRX (13 years) vs MCOAX (31 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 : 19.29 vs. MCOAX (11.50). MCOAX return over 5 years is better than : 9.41 vs. COCRX (3.35).
| 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 | 31 years | - |
| Gain YTD | 12.834 | 10.796 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.19B | 1.62B | 73% |
| Annual Yield % from dividends | 1.97 | 2.96 | 67% |
| Returns for 1 year | 19.29 | 11.50 | 168% |
| Returns for 3 years | 33.83 | 23.77 | 142% |
| Returns for 5 years | 3.35 | 9.41 | 36% |
| Returns for 10 years | 70.28 | 45.33 | 155% |
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