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MCOAX vs NCIAX
MCOAX vs NCIAX Comparison
Open Charts MCOAX vs NCIAX
NYLI MacKay Convertible
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.45B
Columbia Convertible Securities Inst
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets1.09B
MCOAX vs NCIAX Comparison Chart
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MCOAX vs. NCIAX 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 MCOAX is a Hold and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.45B vs. NCIAX (1.09B). MCOAX pays higher dividends than NCIAX: MCOAX (3.20) vs NCIAX (2.16). MCOAX was incepted earlier than NCIAX: MCOAX (30 years) vs NCIAX (26 years). MCOAX (0.94) and NCIAX (0.91) have similar cost to investors . NCIAX is a more actively managed with annual turnover of: 72.00 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 : 8.46 vs. MCOAX (3.97). MCOAX return over 5 years is better than : 17.58 vs. NCIAX (13.09).
| MCOAX | NCIAX | MCOAX / NCIAX | |
| Total Expense Ratio | 0.94 | 0.83 | 113% |
| Annual Report Gross Expense Ratio | 0.94 | 0.91 | 103% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -1.929 | -2.304 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.45B | 1.09B | 133% |
| Annual Yield % from dividends | 3.20 | 2.16 | 148% |
| Returns for 1 year | 3.97 | 8.46 | 47% |
| Returns for 3 years | 5.33 | 1.53 | 348% |
| Returns for 5 years | 17.58 | 13.09 | 134% |
| Returns for 10 years | 22.97 | 34.87 | 66% |
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