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COCRX vs FIQVX
COCRX vs FIQVX Comparison
Open Charts COCRX vs FIQVX
Columbia Convertible Securities Inst2
Price$23.48
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.17B
Fidelity Advisor Convertible Secs Z
Price$36.36
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.88B
COCRX vs FIQVX Comparison Chart in %
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COCRX vs. FIQVX 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 FIQVX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.88B vs. COCRX (1.17B). FIQVX pays higher dividends than COCRX: FIQVX (3.32) vs COCRX (2.07). COCRX was incepted earlier than FIQVX: COCRX (13 years) vs FIQVX (7 years). COCRX (0.86) is less costly to investors than FIQVX (0.60). COCRX is a more actively managed with annual turnover of: 108.00 vs. FIQVX (70.00). COCRX (0) and FIQVX (0) have matching initial minimum investment requirements. COCRX annual gain was more profitable for investors over the last year : 15.47 vs. FIQVX (13.58). FIQVX return over 5 years is better than : 21.45 vs. COCRX (5.79).
| COCRX | FIQVX | COCRX / FIQVX | |
| Total Expense Ratio | 0.79 | 0.60 | 132% |
| Annual Report Gross Expense Ratio | 0.86 | 0.60 | 143% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 7.609 | 7.521 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.88B | 62% |
| Annual Yield % from dividends | 2.07 | 3.32 | 62% |
| Returns for 1 year | 15.47 | 13.58 | 114% |
| Returns for 3 years | 31.76 | 33.60 | 95% |
| Returns for 5 years | 5.79 | 21.45 | 27% |
| Returns for 10 years | 56.23 | N/A | - |
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