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CNSDX vs FCVSX
CNSDX vs FCVSX Comparison
Open Charts CNSDX vs FCVSX
Invesco Convertible Securities Y
Price$24.02
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets693.22M
Fidelity Convertible Securities
Price$34.46
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
CNSDX vs FCVSX Comparison Chart
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VS
CNSDX vs. FCVSX commentary
May 25, 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: 1.74B vs. CNSDX (693M). FCVSX pays higher dividends than CNSDX: FCVSX (3.48) vs CNSDX (2.49). CNSDX was incepted earlier than FCVSX: CNSDX (28 years) vs FCVSX (38 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 : 10.02 vs. FCVSX (7.81). FCVSX return over 5 years is better than : 25.48 vs. CNSDX (1.41).
| 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 | 38 years | - |
| Gain YTD | 1.179 | 1.098 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | 2500 | 10% |
| Net Assets | 693M | 1.74B | 40% |
| Annual Yield % from dividends | 2.49 | 3.48 | 71% |
| Returns for 1 year | 10.02 | 7.81 | 128% |
| Returns for 3 years | 16.06 | 23.75 | 68% |
| Returns for 5 years | 1.41 | 25.48 | 6% |
| Returns for 10 years | 20.11 | 33.91 | 59% |
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