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PACIX vs PCONX
PACIX vs PCONX Comparison
Open Charts PACIX vs PCONX
Columbia Convertible Securities A
Price$23.35
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.17B
Putnam Convertible Securities A
Price$27.20
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets519.89M
PACIX vs PCONX Comparison Chart in %
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PACIX vs. PCONX commentary
Jul 15, 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 PACIX is a Hold and PCONX is a Hold.
FUNDAMENTALS
Fundamentals
PACIX has more cash in the bank: 1.17B vs. PCONX (520M). PACIX pays higher dividends than PCONX: PACIX (1.82) vs PCONX (1.54). PACIX was incepted earlier than PCONX: PACIX (38 years) vs PCONX (53 years). PACIX (1.15) is less costly to investors than PCONX (1.03). PACIX is a more actively managed with annual turnover of: 108.00 vs. PCONX (61.00). PACIX (6%) and PCONX (6%) have equivalent initial investment costs. PCONX has a lower initial minimum investment than PACIX: PCONX (0) vs PACIX (2000). PACIX (14.76) and PCONX (14.33) have marching annual gain over last year. PACIX return over 5 years is better than : 3.82 vs. PCONX (-0.59).
| PACIX | PCONX | PACIX / PCONX | |
| Total Expense Ratio | 1.08 | 1.03 | 105% |
| Annual Report Gross Expense Ratio | 1.15 | 1.03 | 112% |
| Fund Existence | 38 years | 53 years | - |
| Gain YTD | 8.401 | 6.732 | 125% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.17B | 520M | 225% |
| Annual Yield % from dividends | 1.82 | 1.54 | 118% |
| Returns for 1 year | 14.76 | 14.33 | 103% |
| Returns for 3 years | 33.91 | 33.79 | 100% |
| Returns for 5 years | 3.82 | -0.59 | -651% |
| Returns for 10 years | 50.59 | 23.77 | 213% |
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