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CSFYX vs FCSZX
CSFYX vs FCSZX Comparison
Open Charts CSFYX vs FCSZX
Columbia Convertible Securities Inst3
Price$24.23
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.17B
Franklin Convertible Securities Adv
Price$24.08
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.87B
CSFYX vs FCSZX Comparison Chart in %
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CSFYX vs. FCSZX commentary
Aug 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 CSFYX is a Hold and FCSZX is a Sell.
FUNDAMENTALS
Fundamentals
FCSZX has more cash in the bank: 2.87B vs. CSFYX (1.17B). CSFYX pays higher dividends than FCSZX: CSFYX (2.02) vs FCSZX (1.57). CSFYX was incepted earlier than FCSZX: CSFYX (11 years) vs FCSZX (17 years). CSFYX (0.81) is less costly to investors than FCSZX (0.59). CSFYX is a more actively managed with annual turnover of: 108.00 vs. FCSZX (37.31). FCSZX has a lower initial minimum investment than CSFYX: FCSZX (100000) vs CSFYX (1000000). CSFYX annual gain was more profitable for investors over the last year : 19.41 vs. FCSZX (15.70). CSFYX return over 5 years is better than : 3.60 vs. FCSZX (-5.34).
| CSFYX | FCSZX | CSFYX / FCSZX | |
| Total Expense Ratio | 0.75 | 0.58 | 129% |
| Annual Report Gross Expense Ratio | 0.81 | 0.59 | 137% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 9.251 | 5.367 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 2.87B | 41% |
| Annual Yield % from dividends | 2.02 | 1.57 | 129% |
| Returns for 1 year | 19.41 | 15.70 | 124% |
| Returns for 3 years | 25.98 | 17.06 | 152% |
| Returns for 5 years | 3.60 | -5.34 | -67% |
| Returns for 10 years | 61.58 | 51.81 | 119% |
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