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CAGCX vs FCVSX
CAGCX vs FCVSX Comparison
Open Charts CAGCX vs FCVSX
Calamos Global Convertible A
Price$13.01
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets140.05M
Fidelity Convertible Securities
Price$35.28
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets1.79B
CAGCX vs FCVSX Comparison Chart
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CAGCX vs. FCVSX commentary
Jun 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 CAGCX is a Hold and FCVSX is a Buy.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.8B vs. CAGCX (140M). FCVSX pays higher dividends than CAGCX: FCVSX (3.36) vs CAGCX (0.00). CAGCX was incepted earlier than FCVSX: CAGCX (10 years) vs FCVSX (38 years). CAGCX (1.35) is less costly to investors than FCVSX (0.69). FCVSX is a more actively managed with annual turnover of: 70.00 vs. CAGCX (40.00). FCVSX has a lower initial minimum investment than CAGCX: FCVSX (0) vs CAGCX (2500). CAGCX annual gain was more profitable for investors over the last year : 14.32 vs. FCVSX (9.94). FCVSX return over 5 years is better than : 21.89 vs. CAGCX (4.66).
| CAGCX | FCVSX | CAGCX / FCVSX | |
| Total Expense Ratio | 1.35 | 0.69 | 196% |
| Annual Report Gross Expense Ratio | 1.35 | 0.69 | 196% |
| Fund Existence | 10 years | 38 years | - |
| Gain YTD | 6.990 | 3.504 | 200% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 140M | 1.8B | 8% |
| Annual Yield % from dividends | 0.00 | 3.36 | - |
| Returns for 1 year | 14.32 | 9.94 | 144% |
| Returns for 3 years | 24.85 | 20.63 | 120% |
| Returns for 5 years | 4.66 | 21.89 | 21% |
| Returns for 10 years | 35.63 | 38.22 | 93% |
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