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CNSDX vs FCVSX
CNSDX vs FCVSX Comparison
Open Charts CNSDX vs FCVSX
Invesco Convertible Securities Y
Price$26.52
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets737.46M
Fidelity Convertible Securities
Price$38.17
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets1.99B
CNSDX vs FCVSX Comparison Chart in %
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VS
CNSDX vs. FCVSX commentary
Sep 09, 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: 1.99B vs. CNSDX (737M). FCVSX pays higher dividends than CNSDX: FCVSX (2.80) vs CNSDX (2.37). CNSDX was incepted earlier than FCVSX: CNSDX (28 years) vs FCVSX (39 years). CNSDX (0.72) 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 (18.29) and FCVSX (18.08) have marching annual gain over last year. FCVSX return over 5 years is better than : 19.42 vs. CNSDX (-2.27).
| CNSDX | FCVSX | CNSDX / FCVSX | |
| Total Expense Ratio | 0.71 | 0.69 | 103% |
| Annual Report Gross Expense Ratio | 0.72 | 0.69 | 104% |
| Fund Existence | 28 years | 39 years | - |
| Gain YTD | 12.128 | 12.191 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | 2500 | 10% |
| Net Assets | 737M | 1.99B | 37% |
| Annual Yield % from dividends | 2.37 | 2.80 | 85% |
| Returns for 1 year | 18.29 | 18.08 | 101% |
| Returns for 3 years | 23.53 | 28.32 | 83% |
| Returns for 5 years | -2.27 | 19.42 | -12% |
| Returns for 10 years | 38.14 | 59.91 | 64% |
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