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COCRX vs FCVSX
COCRX vs FCVSX Comparison
Open Charts COCRX vs FCVSX
Columbia Convertible Securities Inst2
Price$22.23
Change-$0.05 (-0.22%)
VolumeN/A
Net Assets1.11B
Fidelity Convertible Securities
Price$34.46
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
COCRX vs FCVSX Comparison Chart
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COCRX 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 COCRX is a Hold and FCVSX is a Buy.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.74B vs. COCRX (1.11B). FCVSX pays higher dividends than COCRX: FCVSX (3.48) vs COCRX (2.17). COCRX was incepted earlier than FCVSX: COCRX (13 years) vs FCVSX (38 years). COCRX (0.86) is less costly to investors than FCVSX (0.69). COCRX is a more actively managed with annual turnover of: 108.00 vs. FCVSX (70.00). COCRX (0) and FCVSX (0) have matching initial minimum investment requirements. COCRX annual gain was more profitable for investors over the last year : 10.53 vs. FCVSX (7.81). FCVSX return over 5 years is better than : 25.48 vs. COCRX (9.67).
| COCRX | FCVSX | COCRX / FCVSX | |
| Total Expense Ratio | 0.79 | 0.69 | 114% |
| Annual Report Gross Expense Ratio | 0.86 | 0.69 | 125% |
| Fund Existence | 13 years | 38 years | - |
| Gain YTD | 1.335 | 1.098 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.11B | 1.74B | 64% |
| Annual Yield % from dividends | 2.17 | 3.48 | 62% |
| Returns for 1 year | 10.53 | 7.81 | 135% |
| Returns for 3 years | 14.90 | 23.75 | 63% |
| Returns for 5 years | 9.67 | 25.48 | 38% |
| Returns for 10 years | 40.37 | 33.91 | 119% |
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