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ANZCX vs FCVSX
ANZCX vs FCVSX Comparison
Open Charts ANZCX vs FCVSX
Fidelity Convertible Securities
Price$35.31
Change+$0.30 (+0.86%)
VolumeN/A
Net Assets1.79B
ANZCX vs FCVSX Comparison Chart in %
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ANZCX vs. FCVSX commentary
Jun 17, 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 ANZCX is a Hold and FCVSX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.8B vs. ANZCX (1.27B). FCVSX pays higher dividends than ANZCX: FCVSX (3.36) vs ANZCX (1.24). ANZCX was incepted earlier than FCVSX: ANZCX (15 years) vs FCVSX (38 years). ANZCX (1.84) is less costly to investors than FCVSX (0.69). ANZCX is a more actively managed with annual turnover of: 152.00 vs. FCVSX (70.00). FCVSX has a lower initial minimum investment than ANZCX: FCVSX (0) vs ANZCX (2500). ANZCX annual gain was more profitable for investors over the last year : 12.72 vs. FCVSX (9.73). FCVSX return over 5 years is better than : 21.18 vs. ANZCX (14.47).
| ANZCX | FCVSX | ANZCX / FCVSX | |
| Total Expense Ratio | 1.73 | 0.69 | 251% |
| Annual Report Gross Expense Ratio | 1.84 | 0.69 | 267% |
| Fund Existence | 15 years | 38 years | - |
| Gain YTD | 2.072 | 2.712 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.27B | 1.8B | 71% |
| Annual Yield % from dividends | 1.24 | 3.36 | 37% |
| Returns for 1 year | 12.72 | 9.73 | 131% |
| Returns for 3 years | 28.19 | 31.82 | 89% |
| Returns for 5 years | 14.47 | 21.18 | 68% |
| Returns for 10 years | 15.22 | 36.43 | 42% |
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