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MCOAX vs PCNIX
MCOAX vs PCNIX Comparison
Open Charts MCOAX vs PCNIX
NYLI MacKay Convertible
Price$19.41
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets1.52B
Putnam Convertible Securities I
Price$26.41
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets500.28M
MCOAX vs PCNIX Comparison Chart in %
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MCOAX vs. PCNIX commentary
Jun 19, 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 PCNIX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.52B vs. PCNIX (500M). MCOAX pays higher dividends than PCNIX: MCOAX (3.07) vs PCNIX (2.24). MCOAX was incepted earlier than PCNIX: MCOAX (30 years) vs PCNIX (10 years). MCOAX (0.94) is less costly to investors than PCNIX (0.68). PCNIX is a more actively managed with annual turnover of: 61.00 vs. MCOAX (35.00). MCOAX has a lower initial minimum investment than PCNIX: MCOAX (15000) vs PCNIX (5000000). PCNIX annual gain was more profitable for investors over the last year : 13.42 vs. MCOAX (8.72). MCOAX return over 5 years is better than : 11.10 vs. PCNIX (3.92).
| MCOAX | PCNIX | MCOAX / PCNIX | |
| Total Expense Ratio | 0.94 | 0.68 | 138% |
| Annual Report Gross Expense Ratio | 0.94 | 0.68 | 138% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 4.419 | 3.446 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 5000000 | 0% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.52B | 500M | 303% |
| Annual Yield % from dividends | 3.07 | 2.24 | 137% |
| Returns for 1 year | 8.72 | 13.42 | 65% |
| Returns for 3 years | 23.49 | 33.34 | 70% |
| Returns for 5 years | 11.10 | 3.92 | 283% |
| Returns for 10 years | 29.73 | 22.72 | 131% |
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