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COCRX vs FIQVX
COCRX vs FIQVX Comparison
Open Charts COCRX vs FIQVX
Columbia Convertible Securities Inst2
Price$21.44
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.09B
Fidelity Advisor Convertible Secs Z
Price$33.06
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
COCRX vs FIQVX Comparison Chart
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COCRX vs. FIQVX 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 FIQVX is a Buy.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.76B vs. COCRX (1.09B). FIQVX pays higher dividends than COCRX: FIQVX (3.40) vs COCRX (2.17). COCRX was incepted earlier than FIQVX: COCRX (12 years) vs FIQVX (7 years). COCRX (0.86) is less costly to investors than FIQVX (0.60). COCRX (72.00) and FIQVX (70.00) have comparable annual turnover. COCRX (0) and FIQVX (0) have matching initial minimum investment requirements. COCRX annual gain was more profitable for investors over the last year : 8.50 vs. FIQVX (6.47). FIQVX return over 5 years is better than : 26.26 vs. COCRX (13.72).
| COCRX | FIQVX | COCRX / FIQVX | |
| Total Expense Ratio | 0.79 | 0.60 | 132% |
| Annual Report Gross Expense Ratio | 0.86 | 0.60 | 143% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | -2.267 | -2.639 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.76B | 62% |
| Annual Yield % from dividends | 2.17 | 3.40 | 64% |
| Returns for 1 year | 8.50 | 6.47 | 131% |
| Returns for 3 years | 1.71 | 10.66 | 16% |
| Returns for 5 years | 13.72 | 26.26 | 52% |
| Returns for 10 years | 36.20 | N/A | - |
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