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MCOAX vs PCONX
MCOAX vs PCONX Comparison
Open Charts MCOAX vs PCONX
NYLI MacKay Convertible
Price$18.95
Change-$0.21 (-1.10%)
VolumeN/A
Net Assets1.5B
Putnam Convertible Securities A
Price$25.94
Change-$0.37 (-1.41%)
VolumeN/A
Net Assets504.9M
MCOAX vs PCONX Comparison Chart
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MCOAX vs. PCONX commentary
May 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: 1.5B vs. PCONX (505M). MCOAX pays higher dividends than PCONX: MCOAX (3.18) vs PCONX (1.99). 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 : 12.42 vs. MCOAX (4.83). MCOAX return over 5 years is better than : 14.97 vs. PCONX (8.04).
| 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 | 1.945 | 3.240 | 60% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.5B | 505M | 297% |
| Annual Yield % from dividends | 3.18 | 1.99 | 160% |
| Returns for 1 year | 4.83 | 12.42 | 39% |
| Returns for 3 years | 14.09 | 25.08 | 56% |
| Returns for 5 years | 14.97 | 8.04 | 186% |
| Returns for 10 years | 26.36 | 17.59 | 150% |
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