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MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
Open Charts MCOAX vs PHIKX
NYLI MacKay Convertible
Price$19.84
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.56B
Columbia Convertible Securities C
Price$23.36
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.17B
MCOAX vs PHIKX Comparison Chart in %
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MCOAX vs. PHIKX commentary
Aug 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: 1.56B vs. PHIKX (1.17B). MCOAX pays higher dividends than PHIKX: MCOAX (3.01) vs PHIKX (1.09). MCOAX was incepted earlier than PHIKX: MCOAX (31 years) vs PHIKX (29 years). PHIKX (1.90) 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 : 17.96 vs. MCOAX (11.33). MCOAX return over 5 years is better than : 5.73 vs. PHIKX (-2.44).
| MCOAX | PHIKX | MCOAX / PHIKX | |
| Total Expense Ratio | 0.94 | 1.83 | 51% |
| Annual Report Gross Expense Ratio | 0.94 | 1.90 | 49% |
| Fund Existence | 31 years | 29 years | - |
| Gain YTD | 7.072 | 8.829 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.56B | 1.17B | 133% |
| Annual Yield % from dividends | 3.01 | 1.09 | 275% |
| Returns for 1 year | 11.33 | 17.96 | 63% |
| Returns for 3 years | 17.65 | 23.03 | 77% |
| Returns for 5 years | 5.73 | -2.44 | -235% |
| Returns for 10 years | 36.97 | 45.61 | 81% |
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