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MCOAX vs NCIAX
MCOAX vs NCIAX Comparison
Open Charts MCOAX vs NCIAX
NYLI MacKay Convertible
Price$18.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.49B
Columbia Convertible Securities Inst
Price$21.96
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
MCOAX vs NCIAX Comparison Chart
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MCOAX vs. NCIAX 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 MCOAX is a Hold and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.49B vs. NCIAX (1.11B). MCOAX pays higher dividends than NCIAX: MCOAX (3.18) vs NCIAX (2.15). 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: 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 : 10.46 vs. MCOAX (5.80). MCOAX return over 5 years is better than : 14.84 vs. NCIAX (9.05).
| 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 | 1.837 | 1.294 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.49B | 1.11B | 135% |
| Annual Yield % from dividends | 3.18 | 2.15 | 148% |
| Returns for 1 year | 5.80 | 10.46 | 55% |
| Returns for 3 years | 14.04 | 14.64 | 96% |
| Returns for 5 years | 14.84 | 9.05 | 164% |
| Returns for 10 years | 27.17 | 38.99 | 70% |
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