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MCOAX vs PBXIX
MCOAX vs PBXIX Comparison
Open Charts MCOAX vs PBXIX
NYLI MacKay Convertible
Price$19.08
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.5B
Rational/Pier 88 Convertible Secs Instl
Price$10.99
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets204.19M
MCOAX vs PBXIX Comparison Chart
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MCOAX vs. PBXIX commentary
Jun 03, 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: 1.5B vs. PBXIX (204M). MCOAX pays higher dividends than PBXIX: MCOAX (3.07) vs PBXIX (1.86). MCOAX was incepted earlier than PBXIX: MCOAX (30 years) vs PBXIX (5 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 : 6.88 vs. PBXIX (4.44). PBXIX return over 5 years is better than : 18.08 vs. MCOAX (9.89).
| 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 | 5 years | - |
| Gain YTD | 2.429 | -1.133 | -214% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.5B | 204M | 735% |
| Annual Yield % from dividends | 3.07 | 1.86 | 165% |
| Returns for 1 year | 6.88 | 4.44 | 155% |
| Returns for 3 years | 10.30 | 6.01 | 171% |
| Returns for 5 years | 9.89 | 18.08 | 55% |
| Returns for 10 years | 27.33 | N/A | - |
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