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COCRX vs FCVSX
COCRX vs FCVSX Comparison
Open Charts COCRX vs FCVSX
Columbia Convertible Securities Inst2
Price$24.46
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.19B
Fidelity Convertible Securities
Price$38.01
Change+$0.27 (+0.72%)
VolumeN/A
Net Assets1.99B
COCRX vs FCVSX Comparison Chart in %
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COCRX vs. FCVSX commentary
Sep 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: 1.99B vs. COCRX (1.19B). FCVSX pays higher dividends than COCRX: FCVSX (2.80) vs COCRX (1.97). 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 : 19.29 vs. FCVSX (17.02). FCVSX return over 5 years is better than : 18.21 vs. COCRX (3.35).
| 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 | 12.834 | 12.191 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 2500 | - |
| Net Assets | 1.19B | 1.99B | 60% |
| Annual Yield % from dividends | 1.97 | 2.80 | 70% |
| Returns for 1 year | 19.29 | 17.02 | 113% |
| Returns for 3 years | 33.83 | 32.51 | 104% |
| Returns for 5 years | 3.35 | 18.21 | 18% |
| Returns for 10 years | 70.28 | 59.43 | 118% |
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