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MCOAX vs PCVRX
MCOAX vs PCVRX Comparison
Open Charts MCOAX vs PCVRX
NYLI MacKay Convertible
Price$19.84
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
Putnam Convertible Securities R
Price$26.95
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.07M
MCOAX vs PCVRX Comparison Chart in %
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MCOAX vs. PCVRX 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.57B vs. PCVRX (514M). MCOAX pays higher dividends than PCVRX: MCOAX (3.01) vs PCVRX (2.14). MCOAX was incepted earlier than PCVRX: MCOAX (31 years) vs PCVRX (22 years). PCVRX (1.28) is less costly to investors than MCOAX (0.94). PCVRX is a more actively managed with annual turnover of: 61.00 vs. MCOAX (35.00). PCVRX has a lower initial minimum investment than MCOAX: PCVRX (0) vs MCOAX (15000). PCVRX annual gain was more profitable for investors over the last year : 17.26 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. PCVRX (-5.02).
| MCOAX | PCVRX | MCOAX / PCVRX | |
| Total Expense Ratio | 0.94 | 1.28 | 73% |
| Annual Report Gross Expense Ratio | 0.94 | 1.28 | 73% |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 7.072 | 7.307 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.57B | 514M | 304% |
| Annual Yield % from dividends | 3.01 | 2.14 | 140% |
| Returns for 1 year | 11.33 | 17.26 | 66% |
| Returns for 3 years | 17.65 | 25.15 | 70% |
| Returns for 5 years | 5.73 | -5.02 | -114% |
| Returns for 10 years | 36.97 | 25.07 | 147% |
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