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MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
Open Charts MCOAX vs PHIKX
NYLI MacKay Convertible
Price$19.78
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.56B
Columbia Convertible Securities C
Price$23.03
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets1.17B
MCOAX vs PHIKX Comparison Chart in %
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MCOAX vs. PHIKX commentary
Jul 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 PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.57B vs. PHIKX (1.17B). MCOAX pays higher dividends than PHIKX: MCOAX (3.06) vs PHIKX (1.13). MCOAX was incepted earlier than PHIKX: MCOAX (31 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 : 14.29 vs. MCOAX (9.97). MCOAX return over 5 years is better than : 10.02 vs. PHIKX (-0.03).
| MCOAX | PHIKX | MCOAX / PHIKX | |
| Total Expense Ratio | 0.94 | 1.83 | 51% |
| Annual Report Gross Expense Ratio | 0.94 | 1.91 | 49% |
| Fund Existence | 31 years | 29 years | - |
| Gain YTD | 6.749 | 7.017 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.57B | 1.17B | 134% |
| Annual Yield % from dividends | 3.06 | 1.13 | 272% |
| Returns for 1 year | 9.97 | 14.29 | 70% |
| Returns for 3 years | 23.69 | 27.72 | 85% |
| Returns for 5 years | 10.02 | -0.03 | -33,453% |
| Returns for 10 years | 35.28 | 40.60 | 87% |
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