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CSFYX vs FIQVX
CSFYX vs FIQVX Comparison
Open Charts CSFYX vs FIQVX
Columbia Convertible Securities Inst3
Price$21.73
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets1.09B
Fidelity Advisor Convertible Secs Z
Price$33.06
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
CSFYX vs FIQVX Comparison Chart
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CSFYX 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 CSFYX is a Hold and FIQVX is a Buy.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.76B vs. CSFYX (1.09B). FIQVX pays higher dividends than CSFYX: FIQVX (3.40) vs CSFYX (2.19). CSFYX was incepted earlier than FIQVX: CSFYX (11 years) vs FIQVX (7 years). CSFYX (0.81) is less costly to investors than FIQVX (0.60). CSFYX (72.00) and FIQVX (70.00) have comparable annual turnover. FIQVX has a lower initial minimum investment than CSFYX: FIQVX (0) vs CSFYX (1000000). CSFYX annual gain was more profitable for investors over the last year : 8.54 vs. FIQVX (6.47). FIQVX return over 5 years is better than : 26.26 vs. CSFYX (14.43).
| CSFYX | FIQVX | CSFYX / FIQVX | |
| Total Expense Ratio | 0.74 | 0.60 | 123% |
| Annual Report Gross Expense Ratio | 0.81 | 0.60 | 135% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | -2.269 | -2.639 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.76B | 62% |
| Annual Yield % from dividends | 2.19 | 3.40 | 65% |
| Returns for 1 year | 8.54 | 6.47 | 132% |
| Returns for 3 years | 2.00 | 10.66 | 19% |
| Returns for 5 years | 14.43 | 26.26 | 55% |
| Returns for 10 years | 37.41 | N/A | - |
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