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ANZCX vs FCVSX
ANZCX vs FCVSX Comparison
Open Charts ANZCX vs FCVSX
Fidelity Convertible Securities
Price$36.66
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.94B
ANZCX vs FCVSX Comparison Chart in %
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ANZCX vs. FCVSX commentary
Aug 08, 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: 1.94B vs. ANZCX (1.34B). FCVSX pays higher dividends than ANZCX: FCVSX (2.86) vs ANZCX (1.24). ANZCX was incepted earlier than FCVSX: ANZCX (15 years) vs FCVSX (39 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 : 20.78 vs. FCVSX (16.60). FCVSX return over 5 years is better than : 16.52 vs. ANZCX (9.50).
| 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 | 39 years | - |
| Gain YTD | 8.570 | 8.649 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.34B | 1.94B | 69% |
| Annual Yield % from dividends | 1.24 | 2.86 | 43% |
| Returns for 1 year | 20.78 | 16.60 | 125% |
| Returns for 3 years | 24.66 | 26.07 | 95% |
| Returns for 5 years | 9.50 | 16.52 | 57% |
| Returns for 10 years | 26.99 | 50.57 | 53% |
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