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PACIX vs PCVRX
PACIX vs PCVRX Comparison
Open Charts PACIX vs PCVRX
Columbia Convertible Securities A
Price$24.32
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.19B
Putnam Convertible Securities R
Price$27.67
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets519.75M
PACIX vs PCVRX Comparison Chart in %
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PACIX vs. PCVRX commentary
Sep 09, 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: 1.19B vs. PCVRX (520M). PCVRX pays higher dividends than PACIX: PCVRX (2.12) vs PACIX (1.74). 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 : 20.05 vs. PCVRX (17.32). PACIX return over 5 years is better than : 2.72 vs. PCVRX (-3.90).
| 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 | 12.580 | 9.736 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.19B | 520M | 228% |
| Annual Yield % from dividends | 1.74 | 2.12 | 82% |
| Returns for 1 year | 20.05 | 17.32 | 116% |
| Returns for 3 years | 28.65 | 27.36 | 105% |
| Returns for 5 years | 2.72 | -3.90 | -70% |
| Returns for 10 years | 64.69 | 31.55 | 205% |