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MCOAX vs PCNIX
MCOAX vs PCNIX Comparison
Open Charts MCOAX vs PCNIX
NYLI MacKay Convertible
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.45B
Putnam Convertible Securities I
Price$24.92
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets480.53M
MCOAX vs PCNIX Comparison Chart
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MCOAX vs. PCNIX commentary
Apr 28, 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: 1.45B vs. PCNIX (481M). MCOAX pays higher dividends than PCNIX: MCOAX (3.20) vs PCNIX (2.37). 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 : 10.37 vs. MCOAX (3.97). MCOAX return over 5 years is better than : 17.58 vs. PCNIX (12.24).
| 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 | -1.929 | -2.280 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 5000000 | 0% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.45B | 481M | 301% |
| Annual Yield % from dividends | 3.20 | 2.37 | 135% |
| Returns for 1 year | 3.97 | 10.37 | 38% |
| Returns for 3 years | 5.33 | 12.50 | 43% |
| Returns for 5 years | 17.58 | 12.24 | 144% |
| Returns for 10 years | 22.97 | 16.70 | 137% |