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MCOAX vs PBXIX
MCOAX vs PBXIX Comparison
Open Charts MCOAX vs PBXIX
NYLI MacKay Convertible
Price$19.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
Rational/Pier 88 Convertible Secs Instl
Price$10.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets203.29M
MCOAX vs PBXIX Comparison Chart in %
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MCOAX vs. PBXIX commentary
Jun 24, 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: 1.52B vs. PBXIX (203M). MCOAX pays higher dividends than PBXIX: MCOAX (3.07) vs PBXIX (1.86). MCOAX was incepted earlier than PBXIX: MCOAX (30 years) vs PBXIX (6 years). PBXIX (1.16) 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). MCOAX annual gain was more profitable for investors over the last year : 8.83 vs. PBXIX (3.77). PBXIX return over 5 years is better than : 17.43 vs. MCOAX (11.10).
| MCOAX | PBXIX | MCOAX / PBXIX | |
| Total Expense Ratio | 0.94 | 0.99 | 95% |
| Annual Report Gross Expense Ratio | 0.94 | 1.16 | 81% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | 4.419 | -1.583 | -279% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.52B | 203M | 748% |
| Annual Yield % from dividends | 3.07 | 1.86 | 165% |
| Returns for 1 year | 8.83 | 3.77 | 235% |
| Returns for 3 years | 22.14 | 12.76 | 173% |
| Returns for 5 years | 11.10 | 17.43 | 64% |
| Returns for 10 years | 29.06 | N/A | - |
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