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PACIX vs PCVRX
PACIX vs PCVRX Comparison
Open Charts PACIX vs PCVRX
Columbia Convertible Securities A
Price$22.46
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets1.13B
Putnam Convertible Securities R
Price$26.15
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets500.87M
PACIX vs PCVRX Comparison Chart in %
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PACIX vs. PCVRX commentary
Jun 22, 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: 1.13B vs. PCVRX (501M). PACIX pays higher dividends than PCVRX: PACIX (1.84) vs PCVRX (1.69). PACIX was incepted earlier than PCVRX: PACIX (38 years) vs PCVRX (22 years). PCVRX (1.28) is less costly to investors than PACIX (1.16). 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 (13.35) and PCVRX (13.09) have marching annual gain over last year. PACIX return over 5 years is better than : 5.85 vs. PCVRX (0.47).
| PACIX | PCVRX | PACIX / PCVRX | |
| Total Expense Ratio | 1.08 | 1.28 | 84% |
| Annual Report Gross Expense Ratio | 1.16 | 1.28 | 91% |
| Fund Existence | 38 years | 22 years | - |
| Gain YTD | 4.270 | 3.313 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.13B | 501M | 225% |
| Annual Yield % from dividends | 1.84 | 1.69 | 109% |
| Returns for 1 year | 13.35 | 13.09 | 102% |
| Returns for 3 years | 30.98 | 29.47 | 105% |
| Returns for 5 years | 5.85 | 0.47 | 1,249% |
| Returns for 10 years | 42.16 | 14.60 | 289% |
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