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MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
Open Charts MCOAX vs PHIKX
NYLI MacKay Convertible
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.45B
Columbia Convertible Securities C
Price$21.02
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.09B
MCOAX vs PHIKX Comparison Chart
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MCOAX vs. PHIKX commentary
Apr 28, 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: 1.45B vs. PHIKX (1.09B). MCOAX pays higher dividends than PHIKX: MCOAX (3.20) 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: 72.00 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 : 7.34 vs. MCOAX (3.97). MCOAX return over 5 years is better than : 17.58 vs. PHIKX (7.44).
| 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 | -1.929 | -2.615 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.45B | 1.09B | 133% |
| Annual Yield % from dividends | 3.20 | 1.16 | 275% |
| Returns for 1 year | 3.97 | 7.34 | 54% |
| Returns for 3 years | 5.33 | -1.56 | -341% |
| Returns for 5 years | 17.58 | 7.44 | 236% |
| Returns for 10 years | 22.97 | 22.54 | 102% |
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