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MCOAX vs PCVRX
MCOAX vs PCVRX Comparison
Open Charts MCOAX vs PCVRX
NYLI MacKay Convertible
Price$18.70
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.48B
Putnam Convertible Securities R
Price$25.37
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets493.36M
MCOAX vs PCVRX Comparison Chart
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MCOAX vs. PCVRX commentary
May 10, 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: 1.48B vs. PCVRX (493M). MCOAX pays higher dividends than PCVRX: MCOAX (3.18) vs PCVRX (1.75). MCOAX was incepted earlier than PCVRX: MCOAX (30 years) vs PCVRX (21 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 : 10.35 vs. MCOAX (4.51). MCOAX return over 5 years is better than : 15.29 vs. PCVRX (5.87).
| MCOAX | PCVRX | MCOAX / PCVRX | |
| Total Expense Ratio | 0.94 | 1.28 | 73% |
| Annual Report Gross Expense Ratio | 0.94 | 1.28 | 73% |
| Fund Existence | 30 years | 21 years | - |
| Gain YTD | 0.600 | 0.429 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.48B | 493M | 301% |
| Annual Yield % from dividends | 3.18 | 1.75 | 182% |
| Returns for 1 year | 4.51 | 10.35 | 44% |
| Returns for 3 years | 13.60 | 21.06 | 65% |
| Returns for 5 years | 15.29 | 5.87 | 260% |
| Returns for 10 years | 26.21 | 12.95 | 202% |
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