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COCRX vs MCOAX
COCRX vs MCOAX Comparison
Open Charts COCRX vs MCOAX
Columbia Convertible Securities Inst2
Price$21.44
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.09B
NYLI MacKay Convertible
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.45B
COCRX vs MCOAX Comparison Chart
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COCRX vs. MCOAX commentary
Apr 28, 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: 1.45B vs. COCRX (1.09B). MCOAX pays higher dividends than COCRX: MCOAX (3.20) vs COCRX (2.17). COCRX was incepted earlier than MCOAX: COCRX (12 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: 72.00 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 : 8.50 vs. MCOAX (3.97). MCOAX return over 5 years is better than : 17.58 vs. COCRX (13.72).
| COCRX | MCOAX | COCRX / MCOAX | |
| Total Expense Ratio | 0.79 | 0.94 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 0.94 | 91% |
| Fund Existence | 12 years | 30 years | - |
| Gain YTD | -2.267 | -1.929 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.09B | 1.45B | 75% |
| Annual Yield % from dividends | 2.17 | 3.20 | 68% |
| Returns for 1 year | 8.50 | 3.97 | 214% |
| Returns for 3 years | 1.71 | 5.33 | 32% |
| Returns for 5 years | 13.72 | 17.58 | 78% |
| Returns for 10 years | 36.20 | 22.97 | 158% |
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