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ANZCX vs FCVSX
ANZCX vs FCVSX Comparison
Open Charts ANZCX vs FCVSX
Fidelity Convertible Securities
Price$34.46
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
ANZCX vs FCVSX Comparison Chart
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ANZCX vs. FCVSX commentary
May 26, 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 Buy.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.74B vs. ANZCX (1.28B). FCVSX pays higher dividends than ANZCX: FCVSX (3.48) vs ANZCX (1.29). 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 : 11.60 vs. FCVSX (7.81). FCVSX return over 5 years is better than : 25.48 vs. ANZCX (19.99).
| 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 | 0.875 | 1.098 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.28B | 1.74B | 74% |
| Annual Yield % from dividends | 1.29 | 3.48 | 37% |
| Returns for 1 year | 11.60 | 7.81 | 149% |
| Returns for 3 years | 21.47 | 23.75 | 90% |
| Returns for 5 years | 19.99 | 25.48 | 78% |
| Returns for 10 years | 14.57 | 33.91 | 43% |
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