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CSFYX vs MCOAX
CSFYX vs MCOAX Comparison
Open Charts CSFYX vs MCOAX
Columbia Convertible Securities Inst3
Price$23.89
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets1.17B
NYLI MacKay Convertible
Price$19.84
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets1.56B
CSFYX vs MCOAX Comparison Chart in %
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CSFYX vs. MCOAX commentary
Jul 07, 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 CSFYX is a Hold and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.57B vs. CSFYX (1.17B). MCOAX pays higher dividends than CSFYX: MCOAX (3.06) vs CSFYX (2.09). CSFYX was incepted earlier than MCOAX: CSFYX (11 years) vs MCOAX (31 years). MCOAX (0.94) is less costly to investors than CSFYX (0.81). CSFYX is a more actively managed with annual turnover of: 108.00 vs. MCOAX (35.00). MCOAX has a lower initial minimum investment than CSFYX: MCOAX (15000) vs CSFYX (1000000). CSFYX annual gain was more profitable for investors over the last year : 16.22 vs. MCOAX (10.31). MCOAX return over 5 years is better than : 12.10 vs. CSFYX (9.47).
| CSFYX | MCOAX | CSFYX / MCOAX | |
| Total Expense Ratio | 0.74 | 0.94 | 79% |
| Annual Report Gross Expense Ratio | 0.81 | 0.94 | 86% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 8.030 | 7.072 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.17B | 1.57B | 75% |
| Annual Yield % from dividends | 2.09 | 3.06 | 68% |
| Returns for 1 year | 16.22 | 10.31 | 157% |
| Returns for 3 years | 34.67 | 25.14 | 138% |
| Returns for 5 years | 9.47 | 12.10 | 78% |
| Returns for 10 years | 58.44 | 36.01 | 162% |
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