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CNSDX vs FCVSX
CNSDX vs FCVSX Comparison
Open Charts CNSDX vs FCVSX
Invesco Convertible Securities Y
Price$25.73
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets727.77M
Fidelity Convertible Securities
Price$36.66
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.94B
CNSDX vs FCVSX Comparison Chart in %
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CNSDX 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 CNSDX is a Buy and FCVSX is a Buy.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.94B vs. CNSDX (728M). FCVSX pays higher dividends than CNSDX: FCVSX (2.86) vs CNSDX (2.40). 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 annual gain was more profitable for investors over the last year : 17.69 vs. FCVSX (16.60). FCVSX return over 5 years is better than : 16.52 vs. CNSDX (-4.31).
| 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 | 9.370 | 8.649 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | 2500 | 10% |
| Net Assets | 728M | 1.94B | 38% |
| Annual Yield % from dividends | 2.40 | 2.86 | 84% |
| Returns for 1 year | 17.69 | 16.60 | 107% |
| Returns for 3 years | 20.91 | 26.07 | 80% |
| Returns for 5 years | -4.31 | 16.52 | -26% |
| Returns for 10 years | 32.29 | 50.57 | 64% |
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