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CSFYX vs MCOAX
CSFYX vs MCOAX Comparison
Open Charts CSFYX vs MCOAX
Columbia Convertible Securities Inst3
Price$22.53
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
NYLI MacKay Convertible
Price$18.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.49B
CSFYX vs MCOAX Comparison Chart
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CSFYX vs. MCOAX commentary
May 25, 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: 1.49B vs. CSFYX (1.11B). MCOAX pays higher dividends than CSFYX: MCOAX (3.18) 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: 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 : 10.59 vs. MCOAX (5.80). MCOAX return over 5 years is better than : 14.84 vs. CSFYX (10.32).
| 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 | 1.329 | 1.837 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.11B | 1.49B | 74% |
| Annual Yield % from dividends | 2.19 | 3.18 | 69% |
| Returns for 1 year | 10.59 | 5.80 | 183% |
| Returns for 3 years | 15.17 | 14.04 | 108% |
| Returns for 5 years | 10.32 | 14.84 | 69% |
| Returns for 10 years | 41.62 | 27.17 | 153% |
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