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PACIX vs PCVRX
PACIX vs PCVRX Comparison
Open Charts PACIX vs PCVRX
Columbia Convertible Securities A
Price$23.49
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
Putnam Convertible Securities R
Price$26.95
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.19M
PACIX vs PCVRX Comparison Chart in %
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PACIX vs. PCVRX 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
PACIX has more cash in the bank: 1.17B vs. PCVRX (514M). PCVRX pays higher dividends than PACIX: PCVRX (2.14) vs PACIX (1.77). PACIX was incepted earlier than PCVRX: PACIX (38 years) vs PCVRX (22 years). PCVRX (1.28) is less costly to investors than PACIX (1.15). PACIX is a more actively managed with annual turnover of: 108.00 vs. PCVRX (61.00). PCVRX has a lower initial minimum investment than PACIX: PCVRX (0) vs PACIX (2000). PACIX annual gain was more profitable for investors over the last year : 18.89 vs. PCVRX (17.26). PACIX return over 5 years is better than : 1.41 vs. PCVRX (-5.02).
| PACIX | PCVRX | PACIX / PCVRX | |
| Total Expense Ratio | 1.08 | 1.28 | 84% |
| Annual Report Gross Expense Ratio | 1.15 | 1.28 | 90% |
| Fund Existence | 38 years | 22 years | - |
| Gain YTD | 9.330 | 7.307 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.17B | 514M | 227% |
| Annual Yield % from dividends | 1.77 | 2.14 | 83% |
| Returns for 1 year | 18.89 | 17.26 | 109% |
| Returns for 3 years | 25.87 | 25.15 | 103% |
| Returns for 5 years | 1.41 | -5.02 | -28% |
| Returns for 10 years | 56.39 | 25.07 | 225% |
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