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COCRX vs MCOAX
COCRX vs MCOAX Comparison
Open Charts COCRX vs MCOAX
Columbia Convertible Securities Inst2
Price$23.79
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.18B
NYLI MacKay Convertible
Price$19.84
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.57B
COCRX vs MCOAX Comparison Chart in %
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COCRX vs. MCOAX commentary
Jul 16, 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: 1.57B vs. COCRX (1.18B). MCOAX pays higher dividends than COCRX: MCOAX (3.06) vs COCRX (2.07). 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 : 14.70 vs. MCOAX (8.04). MCOAX return over 5 years is better than : 10.02 vs. COCRX (7.06).
| 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 | 9.259 | 7.072 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.18B | 1.57B | 75% |
| Annual Yield % from dividends | 2.07 | 3.06 | 68% |
| Returns for 1 year | 14.70 | 8.04 | 183% |
| Returns for 3 years | 35.25 | 25.50 | 138% |
| Returns for 5 years | 7.06 | 10.02 | 70% |
| Returns for 10 years | 56.81 | 34.28 | 166% |
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