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COCRX vs FCVSX
COCRX vs FCVSX Comparison
Open Charts COCRX vs FCVSX
Columbia Convertible Securities Inst2
Price$23.48
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.17B
Fidelity Convertible Securities
Price$36.48
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets1.88B
COCRX vs FCVSX Comparison Chart in %
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COCRX vs. FCVSX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.88B vs. COCRX (1.17B). FCVSX pays higher dividends than COCRX: FCVSX (3.21) vs COCRX (2.07). 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 : 15.47 vs. FCVSX (13.45). FCVSX return over 5 years is better than : 20.99 vs. COCRX (5.79).
| 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 | 7.609 | 7.435 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.17B | 1.88B | 62% |
| Annual Yield % from dividends | 2.07 | 3.21 | 64% |
| Returns for 1 year | 15.47 | 13.45 | 115% |
| Returns for 3 years | 31.76 | 33.20 | 96% |
| Returns for 5 years | 5.79 | 20.99 | 28% |
| Returns for 10 years | 56.23 | 47.83 | 118% |
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