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COCRX vs MCOAX
COCRX vs MCOAX Comparison
Open Charts COCRX vs MCOAX
Columbia Convertible Securities Inst2
Price$23.84
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
NYLI MacKay Convertible
Price$19.84
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
COCRX vs MCOAX Comparison Chart in %
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COCRX vs. MCOAX commentary
Aug 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: 1.56B vs. COCRX (1.17B). MCOAX pays higher dividends than COCRX: MCOAX (3.01) vs COCRX (2.01). 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 : 19.19 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. COCRX (3.27).
| 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 | 9.534 | 7.072 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.17B | 1.56B | 75% |
| Annual Yield % from dividends | 2.01 | 3.01 | 67% |
| Returns for 1 year | 19.19 | 11.33 | 169% |
| Returns for 3 years | 26.97 | 17.65 | 153% |
| Returns for 5 years | 3.27 | 5.73 | 57% |
| Returns for 10 years | 61.84 | 36.97 | 167% |
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