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MCOAX vs NCIAX
MCOAX vs NCIAX Comparison
Open Charts MCOAX vs NCIAX
NYLI MacKay Convertible
Price$19.84
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
Columbia Convertible Securities Inst
Price$23.55
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
MCOAX vs NCIAX Comparison Chart in %
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MCOAX vs. NCIAX 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 MCOAX is a Hold and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.56B vs. NCIAX (1.17B). MCOAX pays higher dividends than NCIAX: MCOAX (3.01) vs NCIAX (2.00). MCOAX was incepted earlier than NCIAX: MCOAX (31 years) vs NCIAX (26 years). MCOAX (0.94) and NCIAX (0.90) have similar cost to investors . NCIAX is a more actively managed with annual turnover of: 108.00 vs. MCOAX (35.00). NCIAX has a lower initial minimum investment than MCOAX: NCIAX (2000) vs MCOAX (15000). MCOAX IRA initial investment is lower compared to NCIAX: MCOAX (25000) vs NCIAX (1000). NCIAX annual gain was more profitable for investors over the last year : 19.19 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. NCIAX (2.71).
| MCOAX | NCIAX | MCOAX / NCIAX | |
| Total Expense Ratio | 0.94 | 0.83 | 113% |
| Annual Report Gross Expense Ratio | 0.94 | 0.90 | 104% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | 7.072 | 9.489 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.56B | 1.17B | 133% |
| Annual Yield % from dividends | 3.01 | 2.00 | 151% |
| Returns for 1 year | 11.33 | 19.19 | 59% |
| Returns for 3 years | 17.65 | 26.86 | 66% |
| Returns for 5 years | 5.73 | 2.71 | 212% |
| Returns for 10 years | 36.97 | 60.27 | 61% |
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