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FCSZX vs MCINX
FCSZX vs MCINX Comparison
Open Charts FCSZX vs MCINX
Franklin Convertible Securities Adv
Price$22.75
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets2.7B
NYLI MacKay Convertible Investor Class
Price$18.69
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.48B
FCSZX vs MCINX Comparison Chart
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FCSZX vs. MCINX commentary
May 11, 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 FCSZX is a Sell and MCINX is a Hold.
FUNDAMENTALS
Fundamentals
FCSZX has more cash in the bank: 2.7B vs. MCINX (1.48B). MCINX pays higher dividends than FCSZX: MCINX (2.92) vs FCSZX (1.54). FCSZX was incepted earlier than MCINX: FCSZX (17 years) vs MCINX (17 years). MCINX (1.18) is less costly to investors than FCSZX (0.59). FCSZX is a more actively managed with annual turnover of: 37.31 vs. MCINX (35.00). MCINX has a lower initial minimum investment than FCSZX: MCINX (1000) vs FCSZX (100000). FCSZX annual gain was more profitable for investors over the last year : 8.50 vs. MCINX (4.30). MCINX return over 5 years is better than : 14.11 vs. FCSZX (7.61).
| FCSZX | MCINX | FCSZX / MCINX | |
| Total Expense Ratio | 0.58 | 1.18 | 49% |
| Annual Report Gross Expense Ratio | 0.59 | 1.18 | 50% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -0.762 | 0.480 | -159% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 2.7B | 1.48B | 182% |
| Annual Yield % from dividends | 1.54 | 2.92 | 53% |
| Returns for 1 year | 8.50 | 4.30 | 198% |
| Returns for 3 years | 15.89 | 12.81 | 124% |
| Returns for 5 years | 7.61 | 14.11 | 54% |
| Returns for 10 years | 42.87 | 24.23 | 177% |
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