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MCOAX vs PCVRX
MCOAX vs PCVRX Comparison
Open Charts MCOAX vs PCVRX
NYLI MacKay Convertible
Price$20.53
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets1.62B
Putnam Convertible Securities R
Price$27.56
Change+$0.21 (+0.77%)
VolumeN/A
Net Assets519.75M
MCOAX vs PCVRX Comparison Chart in %
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MCOAX vs. PCVRX commentary
Sep 08, 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: 1.62B vs. PCVRX (520M). MCOAX pays higher dividends than PCVRX: MCOAX (2.96) vs PCVRX (2.12). 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 : 16.44 vs. MCOAX (11.50). MCOAX return over 5 years is better than : 9.41 vs. PCVRX (-4.89).
| 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 | 10.796 | 9.736 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.62B | 520M | 311% |
| Annual Yield % from dividends | 2.96 | 2.12 | 140% |
| Returns for 1 year | 11.50 | 16.44 | 70% |
| Returns for 3 years | 23.77 | 31.39 | 76% |
| Returns for 5 years | 9.41 | -4.89 | -192% |
| Returns for 10 years | 45.33 | 30.99 | 146% |
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