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ANZAX vs FIQVX
ANZAX vs FIQVX Comparison
Open Charts ANZAX vs FIQVX
Fidelity Advisor Convertible Secs Z
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
ANZAX vs FIQVX Comparison Chart
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ANZAX vs. FIQVX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.74B vs. ANZAX (1.28B). FIQVX pays higher dividends than ANZAX: FIQVX (3.59) vs ANZAX (2.13). 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 : 12.46 vs. FIQVX (7.91). FIQVX return over 5 years is better than : 25.95 vs. ANZAX (23.95).
| ANZAX | FIQVX | ANZAX / FIQVX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 1.09 | 0.60 | 182% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.183 | 1.160 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.74B | 74% |
| Annual Yield % from dividends | 2.13 | 3.59 | 59% |
| Returns for 1 year | 12.46 | 7.91 | 157% |
| Returns for 3 years | 23.96 | 24.08 | 100% |
| Returns for 5 years | 23.95 | 25.95 | 92% |
| Returns for 10 years | 20.96 | N/A | - |
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