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PACIX vs PCVRX
PACIX vs PCVRX Comparison
Open Charts PACIX vs PCVRX
Columbia Convertible Securities A
Price$21.77
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.11B
Putnam Convertible Securities R
Price$25.37
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets493.36M
PACIX vs PCVRX Comparison Chart
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PACIX vs. PCVRX commentary
May 11, 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: 1.11B vs. PCVRX (493M). PACIX pays higher dividends than PCVRX: PACIX (1.91) vs PCVRX (1.75). PACIX was incepted earlier than PCVRX: PACIX (38 years) vs PCVRX (21 years). PCVRX (1.28) is less costly to investors than PACIX (1.16). PACIX is a more actively managed with annual turnover of: 72.00 vs. PCVRX (61.00). PCVRX has a lower initial minimum investment than PACIX: PCVRX (0) vs PACIX (2000). PCVRX annual gain was more profitable for investors over the last year : 10.35 vs. PACIX (9.29). PACIX return over 5 years is better than : 9.16 vs. PCVRX (5.87).
| 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 | 21 years | - |
| Gain YTD | 0.540 | 0.429 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.11B | 493M | 225% |
| Annual Yield % from dividends | 1.91 | 1.75 | 109% |
| Returns for 1 year | 9.29 | 10.35 | 90% |
| Returns for 3 years | 11.78 | 21.06 | 56% |
| Returns for 5 years | 9.16 | 5.87 | 156% |
| Returns for 10 years | 35.97 | 12.95 | 278% |
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