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MSDIX vs PONAX
MSDIX vs PONAX Comparison
Open Charts MSDIX vs PONAX
NYLI MacKay Strategic Bond
Price$8.63
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets991.06M
MSDIX vs PONAX Comparison Chart
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MSDIX vs. PONAX commentary
May 05, 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 MSDIX is a Hold and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 182B vs. MSDIX (991M). PONAX pays higher dividends than MSDIX: PONAX (5.79) vs MSDIX (5.49). MSDIX was incepted earlier than PONAX: MSDIX (21 years) vs PONAX (18 years). PONAX (1.23) is less costly to investors than MSDIX (0.76). PONAX is a more actively managed with annual turnover of: 588.00 vs. MSDIX (131.00). PONAX has a lower initial minimum investment than MSDIX: PONAX (1000) vs MSDIX (1000000). MSDIX annual gain was more profitable for investors over the last year : 8.41 vs. PONAX (7.32). MSDIX return over 5 years is better than : 26.35 vs. PONAX (23.51).
| MSDIX | PONAX | MSDIX / PONAX | |
| Total Expense Ratio | 0.70 | 1.23 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.23 | 62% |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 2.372 | 2.631 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 182B | 1% |
| Annual Yield % from dividends | 5.49 | 5.79 | 95% |
| Returns for 1 year | 8.41 | 7.32 | 115% |
| Returns for 3 years | 17.55 | 15.87 | 111% |
| Returns for 5 years | 26.35 | 23.51 | 112% |
| Returns for 10 years | 35.75 | 46.19 | 77% |
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