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MCOAX vs PCONX
MCOAX vs PCONX Comparison
Open Charts MCOAX vs PCONX
NYLI MacKay Convertible
Price$19.84
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
Putnam Convertible Securities A
Price$27.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.07M
MCOAX vs PCONX Comparison Chart in %
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MCOAX vs. PCONX commentary
Aug 07, 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: 1.57B vs. PCONX (514M). MCOAX pays higher dividends than PCONX: MCOAX (3.01) vs PCONX (2.37). 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 : 17.56 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. PCONX (-3.66).
| 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 | 7.072 | 7.471 | 95% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.57B | 514M | 304% |
| Annual Yield % from dividends | 3.01 | 2.37 | 127% |
| Returns for 1 year | 11.33 | 17.56 | 65% |
| Returns for 3 years | 17.65 | 26.05 | 68% |
| Returns for 5 years | 5.73 | -3.66 | -157% |
| Returns for 10 years | 36.97 | 28.42 | 130% |
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