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MCOAX vs PCONX
MCOAX vs PCONX Comparison
Open Charts MCOAX vs PCONX
NYLI MacKay Convertible
Price$20.53
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets1.62B
Putnam Convertible Securities A
Price$27.78
Change+$0.21 (+0.76%)
VolumeN/A
Net Assets519.75M
MCOAX vs PCONX Comparison Chart in %
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MCOAX vs. PCONX commentary
Sep 08, 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 PCONX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.62B vs. PCONX (520M). MCOAX pays higher dividends than PCONX: MCOAX (2.96) vs PCONX (2.34). MCOAX was incepted earlier than PCONX: MCOAX (31 years) vs PCONX (53 years). PCONX (1.03) is less costly to investors than MCOAX (0.94). PCONX is a more actively managed with annual turnover of: 61.00 vs. MCOAX (35.00). PCONX (6%) and MCOAX (6%) have equivalent initial investment costs. PCONX has a lower initial minimum investment than MCOAX: PCONX (0) vs MCOAX (15000). PCONX annual gain was more profitable for investors over the last year : 16.73 vs. MCOAX (11.50). MCOAX return over 5 years is better than : 9.41 vs. PCONX (-3.53).
| MCOAX | PCONX | MCOAX / PCONX | |
| Total Expense Ratio | 0.94 | 1.03 | 91% |
| Annual Report Gross Expense Ratio | 0.94 | 1.03 | 91% |
| Fund Existence | 31 years | 53 years | - |
| Gain YTD | 10.796 | 9.925 | 109% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.62B | 520M | 311% |
| Annual Yield % from dividends | 2.96 | 2.34 | 126% |
| Returns for 1 year | 11.50 | 16.73 | 69% |
| Returns for 3 years | 23.77 | 32.39 | 73% |
| Returns for 5 years | 9.41 | -3.53 | -267% |
| Returns for 10 years | 45.33 | 34.51 | 131% |
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