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APECX vs MHCAX

Both APECX and MHCAX are mutual funds. APECX has a lower 5-year return than MHCAX (5.38% vs 6.49%). APECX has a higher expense ratio than MHCAX (1.78% vs 0.97%). Below is the comparison between APECX and MHCAX.

APECX MHCAX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: High Yield Bond Taxable Fixed Income: High Yield Bond
Family Columbia Threadneedle New York Life Investment Management LLC
Net Assets $18.00M $4.02B
Expense Ratio 1.78% 0.97%
Management Style active active
Dividend Yield 3.68% 5.24%
Minimum Investment $2,000.00 $25,000.00
YTD Return 2.12% 3.37%
1-Year Return 1.93% 2.33%
3-Year Return 6.18% 6.21%
5-Year Return 5.38% 6.49%
10-Year Return 5.20% 5.98%

APECX description

The Fund seeks to provide high current income with growth potential by investing primarily in high-yield, lower rated corporate debt securities.

APECX performance & returns

YTD Return 2.12%
1-Month Return 0.86%
3-Month Return 1.93%
1-Year Return 1.93%
3-Year Return 6.18%
5-Year Return 5.38%
10-Year Return 5.20%
APECX expense ratio is 1.78%.

APECX holdings

Top 10 Holdings (10.54% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 1.93%
CSC Holdings, LLC 6.5% N/A 1.36%
DISH DBS Corporation 7.75% N/A 1.28%
iShares iBoxx $ High Yield Corp Bd ETF HYG 1.03%
TransDigm, Inc. 6.25% N/A 0.97%
Occidental Petroleum Corporation 2.9% N/A 0.86%
DCP Midstream Operating, LP 5.6% N/A 0.80%
SBA Communications Corporation 4.88% N/A 0.79%
NextEra Energy Operating Partners LP 4.5% N/A 0.77%
FREEPORT-MCMORAN INC 5.45% N/A 0.75%

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MHCAX description

The Fund seeks maximum current income through investment in a diversified portfolio of high-yield debt securities. Capital appreciation is a secondary objective. The Fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in high-yield corporate debt securities.

MHCAX performance & returns

YTD Return 3.37%
1-Month Return 0.95%
3-Month Return 2.33%
1-Year Return 2.33%
3-Year Return 6.21%
5-Year Return 6.49%
10-Year Return 5.98%
MHCAX expense ratio is 0.97%.

MHCAX holdings

Top 10 Holdings (6.42% of Total Assets)

Name Symbol % Assets
Sprint Capital Corporation 6.88% N/A 1.10%
TransDigm, Inc. 6.25% N/A 0.74%
BASS PRO GROUP LLC TERM LOAN B N/A 0.62%
Grinding Media Inc. and MC Grinding Media (Canada) Inc. 7.38% N/A 0.58%
Genon N/A 0.58%
MGM Growth Properties Operating Partnership LP/ MGP Escrow Co Issuer Inc. 5 N/A 0.57%
Mattel, Inc. 6.75% N/A 0.57%
Novelis Corporation 5.88% N/A 0.56%
FS ENERGY & POWER FUND 7.5% N/A 0.55%
Comstock Escrow Corp 9.75% N/A 0.55%

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