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MCOAX vs PCVRX
MCOAX vs PCVRX Comparison
Open Charts MCOAX vs PCVRX
NYLI MacKay Convertible
Price$19.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
Putnam Convertible Securities R
Price$26.15
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets500.87M
MCOAX vs PCVRX Comparison Chart in %
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MCOAX vs. PCVRX commentary
Jun 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.52B vs. PCVRX (501M). MCOAX pays higher dividends than PCVRX: MCOAX (3.07) vs PCVRX (1.69). MCOAX was incepted earlier than PCVRX: MCOAX (30 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 : 13.09 vs. MCOAX (8.83). MCOAX return over 5 years is better than : 11.10 vs. PCVRX (0.47).
| 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 | 22 years | - |
| Gain YTD | 4.419 | 3.313 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.52B | 501M | 303% |
| Annual Yield % from dividends | 3.07 | 1.69 | 182% |
| Returns for 1 year | 8.83 | 13.09 | 67% |
| Returns for 3 years | 22.14 | 29.47 | 75% |
| Returns for 5 years | 11.10 | 0.47 | 2,368% |
| Returns for 10 years | 29.06 | 14.60 | 199% |
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