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CSFYX vs MCOAX
CSFYX vs MCOAX Comparison
Open Charts CSFYX vs MCOAX
Columbia Convertible Securities Inst3
Price$24.16
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
CSFYX vs MCOAX Comparison Chart in %
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CSFYX 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 CSFYX is a Hold and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.56B vs. CSFYX (1.17B). MCOAX pays higher dividends than CSFYX: MCOAX (3.01) vs CSFYX (2.02). 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 : 19.24 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. CSFYX (3.85).
| CSFYX | MCOAX | CSFYX / MCOAX | |
| Total Expense Ratio | 0.75 | 0.94 | 80% |
| Annual Report Gross Expense Ratio | 0.81 | 0.94 | 86% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 9.522 | 7.072 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.17B | 1.56B | 75% |
| Annual Yield % from dividends | 2.02 | 3.01 | 67% |
| Returns for 1 year | 19.24 | 11.33 | 170% |
| Returns for 3 years | 27.15 | 17.65 | 154% |
| Returns for 5 years | 3.85 | 5.73 | 67% |
| Returns for 10 years | 63.19 | 36.97 | 171% |
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