ANZAX
Price
$38.39
Change
-$0.09 (-0.23%)
Updated
Jul 7 closing price
Net Assets
1.32B
FIQVX
Price
$36.36
Change
-$0.15 (-0.41%)
Updated
Jul 7 closing price
Net Assets
1.88B
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ANZAX vs FIQVX

Header iconANZAX vs FIQVX Comparison
Open Charts ANZAX vs FIQVXBanner chart's image
Virtus Convertible A
Price$38.39
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets1.32B
Fidelity Advisor Convertible Secs Z
Price$36.36
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.88B
ANZAX vs FIQVX Comparison Chart in %
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ANZAX vs. FIQVX commentary
Jul 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 ANZAX is a Hold and FIQVX is a Hold.

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FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.88B vs. ANZAX (1.32B). FIQVX pays higher dividends than ANZAX: FIQVX (3.32) vs ANZAX (2.06). ANZAX was incepted earlier than FIQVX: ANZAX (15 years) vs FIQVX (7 years). ANZAX (1.09) is less costly to investors than FIQVX (0.60). ANZAX is a more actively managed with annual turnover of: 152.00 vs. FIQVX (70.00). FIQVX has a lower initial minimum investment than ANZAX: FIQVX (0) vs ANZAX (2500). ANZAX annual gain was more profitable for investors over the last year : 17.64 vs. FIQVX (13.58). FIQVX return over 5 years is better than : 21.45 vs. ANZAX (17.40).
ANZAXFIQVXANZAX / FIQVX
Total Expense Ratio0.960.60160%
Annual Report Gross Expense Ratio1.090.60182%
Fund Existence15 years7 years-
Gain YTD7.1907.52196%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.32B1.88B70%
Annual Yield % from dividends2.063.3262%
Returns for 1 year17.6413.58130%
Returns for 3 years32.1133.6096%
Returns for 5 years17.4021.4581%
Returns for 10 years30.15N/A-
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