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MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
Open Charts MCOAX vs PHIKX
NYLI MacKay Convertible
Price$20.60
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets1.62B
Columbia Convertible Securities C
Price$24.18
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.19B
MCOAX vs PHIKX Comparison Chart in %
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MCOAX vs. PHIKX commentary
Sep 09, 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: 1.62B vs. PHIKX (1.19B). MCOAX pays higher dividends than PHIKX: MCOAX (2.96) vs PHIKX (1.07). 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 : 19.18 vs. MCOAX (12.83). MCOAX return over 5 years is better than : 10.85 vs. PHIKX (-1.09).
| 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 | 11.174 | 12.035 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.62B | 1.19B | 136% |
| Annual Yield % from dividends | 2.96 | 1.07 | 275% |
| Returns for 1 year | 12.83 | 19.18 | 67% |
| Returns for 3 years | 20.46 | 25.84 | 79% |
| Returns for 5 years | 10.85 | -1.09 | -995% |
| Returns for 10 years | 46.18 | 53.39 | 86% |
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