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MCOAX vs PBXCX
MCOAX vs PBXCX Comparison
Open Charts MCOAX vs PBXCX
NYLI MacKay Convertible
Price$19.84
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets1.56B
Rational/Pier 88 Convertible Secs C
Price$10.99
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets209.27M
MCOAX vs PBXCX Comparison Chart in %
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MCOAX vs. PBXCX commentary
Aug 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 MCOAX is a Hold and PBXCX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.56B vs. PBXCX (209M). MCOAX pays higher dividends than PBXCX: MCOAX (3.01) vs PBXCX (1.92). MCOAX was incepted earlier than PBXCX: MCOAX (31 years) vs PBXCX (6 years). PBXCX (2.14) is less costly to investors than MCOAX (0.94). PBXCX is a more actively managed with annual turnover of: 114.00 vs. MCOAX (35.00). PBXCX has a lower initial minimum investment than MCOAX: PBXCX (1000) vs MCOAX (15000). MCOAX annual gain was more profitable for investors over the last year : 10.01 vs. PBXCX (6.10). PBXCX return over 5 years is better than : 7.56 vs. MCOAX (5.73).
| MCOAX | PBXCX | MCOAX / PBXCX | |
| Total Expense Ratio | 0.94 | 1.99 | 47% |
| Annual Report Gross Expense Ratio | 0.94 | 2.14 | 44% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | 7.072 | 0.850 | 832% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.56B | 209M | 746% |
| Annual Yield % from dividends | 3.01 | 1.92 | 157% |
| Returns for 1 year | 10.01 | 6.10 | 164% |
| Returns for 3 years | 17.98 | 6.82 | 264% |
| Returns for 5 years | 5.73 | 7.56 | 76% |
| Returns for 10 years | 36.73 | N/A | - |
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