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CNSDX vs FCVSX
CNSDX vs FCVSX Comparison
Open Charts CNSDX vs FCVSX
Invesco Convertible Securities Y
Price$23.13
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets676.19M
Fidelity Convertible Securities
Price$33.17
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
CNSDX vs FCVSX Comparison Chart
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CNSDX vs. FCVSX commentary
Apr 28, 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 CNSDX is a Buy and FCVSX is a Buy.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.76B vs. CNSDX (676M). FCVSX pays higher dividends than CNSDX: FCVSX (3.29) vs CNSDX (2.52). CNSDX was incepted earlier than FCVSX: CNSDX (28 years) vs FCVSX (38 years). CNSDX (0.70) and FCVSX (0.69) have similar cost to investors . CNSDX is a more actively managed with annual turnover of: 87.00 vs. FCVSX (70.00). FCVSX has a lower initial minimum investment than CNSDX: FCVSX (0) vs CNSDX (1000). FCVSX IRA initial investment is lower compared to CNSDX: FCVSX (2500) vs CNSDX (250). CNSDX annual gain was more profitable for investors over the last year : 7.43 vs. FCVSX (6.38). FCVSX return over 5 years is better than : 25.79 vs. CNSDX (4.85).
| CNSDX | FCVSX | CNSDX / FCVSX | |
| Total Expense Ratio | 0.69 | 0.69 | 100% |
| Annual Report Gross Expense Ratio | 0.70 | 0.69 | 101% |
| Fund Existence | 28 years | 38 years | - |
| Gain YTD | -2.570 | -2.686 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | 2500 | 10% |
| Net Assets | 676M | 1.76B | 38% |
| Annual Yield % from dividends | 2.52 | 3.29 | 76% |
| Returns for 1 year | 7.43 | 6.38 | 117% |
| Returns for 3 years | 6.17 | 10.36 | 60% |
| Returns for 5 years | 4.85 | 25.79 | 19% |
| Returns for 10 years | 16.75 | 28.03 | 60% |
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