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PACIX vs PCONX
PACIX vs PCONX Comparison
Open Charts PACIX vs PCONX
Columbia Convertible Securities A
Price$23.49
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
Putnam Convertible Securities A
Price$27.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.19M
PACIX vs PCONX Comparison Chart in %
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PACIX vs. PCONX commentary
Aug 08, 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 (514M). PCONX pays higher dividends than PACIX: PCONX (2.37) vs PACIX (1.77). 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 annual gain was more profitable for investors over the last year : 18.89 vs. PCONX (17.56). PACIX return over 5 years is better than : 1.41 vs. PCONX (-3.66).
| 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 | 9.330 | 7.471 | 125% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.17B | 514M | 227% |
| Annual Yield % from dividends | 1.77 | 2.37 | 75% |
| Returns for 1 year | 18.89 | 17.56 | 108% |
| Returns for 3 years | 25.87 | 26.05 | 99% |
| Returns for 5 years | 1.41 | -3.66 | -38% |
| Returns for 10 years | 56.39 | 28.42 | 198% |
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