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MCOAX vs PBXIX
MCOAX vs PBXIX Comparison
Open Charts MCOAX vs PBXIX
NYLI MacKay Convertible
Price$19.84
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.57B
Rational/Pier 88 Convertible Secs Instl
Price$11.03
Change-$0.06 (-0.54%)
VolumeN/A
Net Assets209.02M
MCOAX vs PBXIX Comparison Chart in %
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MCOAX vs. PBXIX commentary
Jul 16, 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: 1.57B vs. PBXIX (209M). MCOAX (3.06) and PBXIX (2.93) have matching dividends . MCOAX was incepted earlier than PBXIX: MCOAX (31 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 : 8.04 vs. PBXIX (5.13). PBXIX return over 5 years is better than : 17.59 vs. MCOAX (10.02).
| MCOAX | PBXIX | MCOAX / PBXIX | |
| Total Expense Ratio | 0.94 | 0.99 | 95% |
| Annual Report Gross Expense Ratio | 0.94 | 1.16 | 81% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | 7.072 | 1.430 | 495% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.57B | 209M | 752% |
| Annual Yield % from dividends | 3.06 | 2.93 | 104% |
| Returns for 1 year | 8.04 | 5.13 | 156% |
| Returns for 3 years | 25.50 | 14.99 | 170% |
| Returns for 5 years | 10.02 | 17.59 | 57% |
| Returns for 10 years | 34.28 | N/A | - |
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