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MCOAX vs PBXIX
MCOAX vs PBXIX Comparison
Open Charts MCOAX vs PBXIX
NYLI MacKay Convertible
Price$18.70
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.48B
Rational/Pier 88 Convertible Secs Instl
Price$10.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets204.52M
MCOAX vs PBXIX Comparison Chart
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MCOAX vs. PBXIX commentary
May 12, 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.48B vs. PBXIX (205M). MCOAX pays higher dividends than PBXIX: MCOAX (3.18) vs PBXIX (1.87). MCOAX was incepted earlier than PBXIX: MCOAX (30 years) vs PBXIX (5 years). PBXIX (1.20) is less costly to investors than MCOAX (0.94). PBXIX is a more actively managed with annual turnover of: 114.00 vs. MCOAX (35.00). PBXIX has a lower initial minimum investment than MCOAX: PBXIX (1000) vs MCOAX (15000). PBXIX annual gain was more profitable for investors over the last year : 4.92 vs. MCOAX (4.51). PBXIX return over 5 years is better than : 24.87 vs. MCOAX (15.29).
| MCOAX | PBXIX | MCOAX / PBXIX | |
| Total Expense Ratio | 0.94 | 1.00 | 94% |
| Annual Report Gross Expense Ratio | 0.94 | 1.20 | 78% |
| Fund Existence | 30 years | 5 years | - |
| Gain YTD | 0.600 | -1.043 | -58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.48B | 205M | 722% |
| Annual Yield % from dividends | 3.18 | 1.87 | 170% |
| Returns for 1 year | 4.51 | 4.92 | 92% |
| Returns for 3 years | 13.60 | 9.57 | 142% |
| Returns for 5 years | 15.29 | 24.87 | 61% |
| Returns for 10 years | 26.21 | N/A | - |
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