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CSFYX vs MCOAX
CSFYX vs MCOAX Comparison
Open Charts CSFYX vs MCOAX
Columbia Convertible Securities Inst3
Price$24.96
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.19B
NYLI MacKay Convertible
Price$20.53
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets1.61B
CSFYX vs MCOAX Comparison Chart in %
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CSFYX vs. MCOAX commentary
Sep 06, 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: 1.61B vs. CSFYX (1.19B). MCOAX pays higher dividends than CSFYX: MCOAX (2.96) vs CSFYX (1.99). 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 : 18.62 vs. MCOAX (10.74). MCOAX return over 5 years is better than : 8.66 vs. CSFYX (3.26).
| 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 | 12.099 | 10.041 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.19B | 1.61B | 74% |
| Annual Yield % from dividends | 1.99 | 2.96 | 67% |
| Returns for 1 year | 18.62 | 10.74 | 173% |
| Returns for 3 years | 33.13 | 22.92 | 145% |
| Returns for 5 years | 3.26 | 8.66 | 38% |
| Returns for 10 years | 70.58 | 44.34 | 159% |
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