PACIX
Price
$21.13
Change
+$0.08 (+0.38%)
Updated
Apr 25 closing price
Net Assets
1.08B
PHIKX
Price
$21.02
Change
+$0.07 (+0.33%)
Updated
Apr 25 closing price
Net Assets
1.08B
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PACIX vs PHIKX

Header iconPACIX vs PHIKX Comparison
Open Charts PACIX vs PHIKXBanner chart's image
Columbia Convertible Securities A
Price$21.13
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets1.08B
Columbia Convertible Securities C
Price$21.02
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.08B
PACIX vs PHIKX Comparison Chart
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PACIX vs. PHIKX commentary
Apr 27, 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 PHIKX is a Hold.

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FUNDAMENTALS
Fundamentals
PACIX (1.08B) and PHIKX (1.08B) have equal amount of cash in the bank . PACIX pays higher dividends than PHIKX: PACIX (1.91) vs PHIKX (1.16). PACIX was incepted earlier than PHIKX: PACIX (38 years) vs PHIKX (29 years). PHIKX (1.91) is less costly to investors than PACIX (1.16). PACIX (72.00) and PHIKX (72.00) have comparable annual turnover. PACIX (2000) and PHIKX (2000) have matching initial minimum investment requirements. PACIX (1000) and PHIKX (1000) have similar IRA initial investment minimum. PACIX annual gain was more profitable for investors over the last year : 7.75 vs. PHIKX (6.98). PACIX return over 5 years is better than : 11.21 vs. PHIKX (7.08).
PACIXPHIKXPACIX / PHIKX
Total Expense Ratio1.081.8359%
Annual Report Gross Expense Ratio1.161.9161%
Fund Existence38 years29 years-
Gain YTD-2.741-2.94093%
Front Load6%N/A-
Min. Initial Investment20002000100%
Min. Initial Investment IRA10001000100%
Net Assets1.08B1.08B100%
Annual Yield % from dividends1.911.16164%
Returns for 1 year7.756.98111%
Returns for 3 years0.34-1.89-18%
Returns for 5 years11.217.08158%
Returns for 10 years31.1322.14141%
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