Interact to see
Advertisement
Advertisement
MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
Open Charts MCOAX vs PHIKX
NYLI MacKay Convertible
Price$18.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.49B
Columbia Convertible Securities C
Price$21.78
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
MCOAX vs PHIKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MCOAX vs. PHIKX commentary
May 25, 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 PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.49B vs. PHIKX (1.11B). MCOAX pays higher dividends than PHIKX: MCOAX (3.18) vs PHIKX (1.16). MCOAX was incepted earlier than PHIKX: MCOAX (30 years) vs PHIKX (29 years). PHIKX (1.91) is less costly to investors than MCOAX (0.94). PHIKX is a more actively managed with annual turnover of: 108.00 vs. MCOAX (35.00). PHIKX has a lower initial minimum investment than MCOAX: PHIKX (2000) vs MCOAX (15000). MCOAX IRA initial investment is lower compared to PHIKX: MCOAX (25000) vs PHIKX (1000). PHIKX annual gain was more profitable for investors over the last year : 9.39 vs. MCOAX (5.80). MCOAX return over 5 years is better than : 14.84 vs. PHIKX (3.59).
| MCOAX | PHIKX | MCOAX / PHIKX | |
| Total Expense Ratio | 0.94 | 1.83 | 51% |
| Annual Report Gross Expense Ratio | 0.94 | 1.91 | 49% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 1.837 | 0.906 | 203% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.49B | 1.11B | 135% |
| Annual Yield % from dividends | 3.18 | 1.16 | 274% |
| Returns for 1 year | 5.80 | 9.39 | 62% |
| Returns for 3 years | 14.04 | 11.20 | 125% |
| Returns for 5 years | 14.84 | 3.59 | 413% |
| Returns for 10 years | 27.17 | 26.33 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers