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MCOAX vs NCIAX
MCOAX vs NCIAX Comparison
Open Charts MCOAX vs NCIAX
NYLI MacKay Convertible
Price$20.53
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets1.61B
Columbia Convertible Securities Inst
Price$24.32
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets1.19B
MCOAX vs NCIAX Comparison Chart in %
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MCOAX vs. NCIAX commentary
Sep 07, 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: 1.61B vs. NCIAX (1.19B). MCOAX pays higher dividends than NCIAX: MCOAX (2.96) vs NCIAX (1.96). 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 : 19.29 vs. MCOAX (11.50). MCOAX return over 5 years is better than : 9.41 vs. NCIAX (2.80).
| 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 | 10.796 | 12.781 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.61B | 1.19B | 135% |
| Annual Yield % from dividends | 2.96 | 1.96 | 151% |
| Returns for 1 year | 11.50 | 19.29 | 60% |
| Returns for 3 years | 23.77 | 33.68 | 71% |
| Returns for 5 years | 9.41 | 2.80 | 336% |
| Returns for 10 years | 45.33 | 68.64 | 66% |
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