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COCRX vs FCVSX
COCRX vs FCVSX Comparison
Open Charts COCRX vs FCVSX
Columbia Convertible Securities Inst2
Price$23.84
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
Fidelity Convertible Securities
Price$36.66
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.94B
COCRX vs FCVSX Comparison Chart in %
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COCRX 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 COCRX is a Hold and FCVSX is a Buy.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.94B vs. COCRX (1.17B). FCVSX pays higher dividends than COCRX: FCVSX (2.86) vs COCRX (2.01). COCRX was incepted earlier than FCVSX: COCRX (13 years) vs FCVSX (39 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 : 19.19 vs. FCVSX (16.60). FCVSX return over 5 years is better than : 16.52 vs. COCRX (3.27).
| 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 | 39 years | - |
| Gain YTD | 9.534 | 8.649 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.17B | 1.94B | 60% |
| Annual Yield % from dividends | 2.01 | 2.86 | 70% |
| Returns for 1 year | 19.19 | 16.60 | 116% |
| Returns for 3 years | 26.97 | 26.07 | 103% |
| Returns for 5 years | 3.27 | 16.52 | 20% |
| Returns for 10 years | 61.84 | 50.57 | 122% |
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