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MCOAX vs PCONX
MCOAX vs PCONX Comparison
Open Charts MCOAX vs PCONX
NYLI MacKay Convertible
Price$19.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
Putnam Convertible Securities A
Price$26.36
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets500.71M
MCOAX vs PCONX Comparison Chart in %
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MCOAX vs. PCONX commentary
Jun 22, 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: 1.52B vs. PCONX (501M). MCOAX pays higher dividends than PCONX: MCOAX (3.07) vs PCONX (1.92). MCOAX was incepted earlier than PCONX: MCOAX (30 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 : 13.34 vs. MCOAX (8.83). MCOAX return over 5 years is better than : 11.10 vs. PCONX (1.85).
| MCOAX | PCONX | MCOAX / PCONX | |
| Total Expense Ratio | 0.94 | 1.03 | 91% |
| Annual Report Gross Expense Ratio | 0.94 | 1.03 | 91% |
| Fund Existence | 30 years | 53 years | - |
| Gain YTD | 4.419 | 3.397 | 130% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.52B | 501M | 303% |
| Annual Yield % from dividends | 3.07 | 1.92 | 160% |
| Returns for 1 year | 8.83 | 13.34 | 66% |
| Returns for 3 years | 22.14 | 30.35 | 73% |
| Returns for 5 years | 11.10 | 1.85 | 600% |
| Returns for 10 years | 29.06 | 17.63 | 165% |
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