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CSFYX vs MCOAX
CSFYX vs MCOAX Comparison
Open Charts CSFYX vs MCOAX
Columbia Convertible Securities Inst3
Price$21.73
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets1.09B
NYLI MacKay Convertible
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.45B
CSFYX vs MCOAX Comparison Chart
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CSFYX 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 CSFYX is a Hold and MCOAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.45B vs. CSFYX (1.09B). MCOAX pays higher dividends than CSFYX: MCOAX (3.20) vs CSFYX (2.19). CSFYX was incepted earlier than MCOAX: CSFYX (11 years) vs MCOAX (30 years). MCOAX (0.94) is less costly to investors than CSFYX (0.81). CSFYX is a more actively managed with annual turnover of: 72.00 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 : 8.54 vs. MCOAX (3.97). MCOAX return over 5 years is better than : 17.58 vs. CSFYX (14.43).
| 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 | 30 years | - |
| Gain YTD | -2.269 | -1.929 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.09B | 1.45B | 75% |
| Annual Yield % from dividends | 2.19 | 3.20 | 69% |
| Returns for 1 year | 8.54 | 3.97 | 215% |
| Returns for 3 years | 2.00 | 5.33 | 38% |
| Returns for 5 years | 14.43 | 17.58 | 82% |
| Returns for 10 years | 37.41 | 22.97 | 163% |
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