Interact to see
Advertisement
Advertisement
PACIX vs PCONX
PACIX vs PCONX Comparison
Open Charts PACIX vs PCONX
Columbia Convertible Securities A
Price$21.95
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.11B
Putnam Convertible Securities A
Price$25.93
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets497.73M
PACIX vs PCONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PACIX vs. PCONX commentary
May 23, 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: 1.11B vs. PCONX (498M). PCONX (1.99) and PACIX (1.91) have matching dividends . PACIX was incepted earlier than PCONX: PACIX (38 years) vs PCONX (53 years). PACIX (1.16) 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). PCONX annual gain was more profitable for investors over the last year : 11.17 vs. PACIX (9.07). PACIX return over 5 years is better than : 7.79 vs. PCONX (6.52).
| PACIX | PCONX | PACIX / PCONX | |
| Total Expense Ratio | 1.08 | 1.03 | 105% |
| Annual Report Gross Expense Ratio | 1.16 | 1.03 | 113% |
| Fund Existence | 38 years | 53 years | - |
| Gain YTD | 1.325 | 1.788 | 74% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.11B | 498M | 223% |
| Annual Yield % from dividends | 1.91 | 1.99 | 96% |
| Returns for 1 year | 9.07 | 11.17 | 81% |
| Returns for 3 years | 12.06 | 22.59 | 53% |
| Returns for 5 years | 7.79 | 6.52 | 119% |
| Returns for 10 years | 35.24 | 15.94 | 221% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement