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COCRX vs FCVSX
COCRX vs FCVSX Comparison
Open Charts COCRX vs FCVSX
Columbia Convertible Securities Inst2
Price$21.44
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.09B
Fidelity Convertible Securities
Price$33.17
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
COCRX vs FCVSX Comparison Chart
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COCRX vs. FCVSX commentary
Apr 28, 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: 1.76B vs. COCRX (1.09B). FCVSX pays higher dividends than COCRX: FCVSX (3.29) vs COCRX (2.17). COCRX was incepted earlier than FCVSX: COCRX (12 years) vs FCVSX (38 years). COCRX (0.86) is less costly to investors than FCVSX (0.69). COCRX (72.00) and FCVSX (70.00) have comparable annual turnover. COCRX (0) and FCVSX (0) have matching initial minimum investment requirements. COCRX annual gain was more profitable for investors over the last year : 8.50 vs. FCVSX (6.38). FCVSX return over 5 years is better than : 25.79 vs. COCRX (13.72).
| COCRX | FCVSX | COCRX / FCVSX | |
| Total Expense Ratio | 0.79 | 0.69 | 114% |
| Annual Report Gross Expense Ratio | 0.86 | 0.69 | 125% |
| Fund Existence | 12 years | 38 years | - |
| Gain YTD | -2.267 | -2.686 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.09B | 1.76B | 62% |
| Annual Yield % from dividends | 2.17 | 3.29 | 66% |
| Returns for 1 year | 8.50 | 6.38 | 133% |
| Returns for 3 years | 1.71 | 10.36 | 16% |
| Returns for 5 years | 13.72 | 25.79 | 53% |
| Returns for 10 years | 36.20 | 28.03 | 129% |
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