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PHIKX vs VAADX
PHIKX vs VAADX Comparison
Open Charts PHIKX vs VAADX
Columbia Convertible Securities C
Price$23.03
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets1.17B
PHIKX vs VAADX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VAADX has more cash in the bank: 1.32B vs. PHIKX (1.17B). VAADX pays higher dividends than PHIKX: VAADX (2.58) vs PHIKX (1.13). PHIKX was incepted earlier than VAADX: PHIKX (29 years) vs VAADX (3 years). PHIKX (1.91) is less costly to investors than VAADX (0.76). VAADX is a more actively managed with annual turnover of: 152.00 vs. PHIKX (108.00). PHIKX has a lower initial minimum investment than VAADX: PHIKX (2000) vs VAADX (2500000). VAADX annual gain was more profitable for investors over the last year : 18.01 vs. PHIKX (14.29).
| PHIKX | VAADX | PHIKX / VAADX | |
| Total Expense Ratio | 1.83 | 0.62 | 295% |
| Annual Report Gross Expense Ratio | 1.91 | 0.76 | 251% |
| Fund Existence | 29 years | 3 years | - |
| Gain YTD | 7.017 | 7.359 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.17B | 1.32B | 88% |
| Annual Yield % from dividends | 1.13 | 2.58 | 44% |
| Returns for 1 year | 14.29 | 18.01 | 79% |
| Returns for 3 years | 27.72 | 33.80 | 82% |
| Returns for 5 years | -0.03 | N/A | - |
| Returns for 10 years | 40.60 | N/A | - |