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CSFYX vs FIQVX
CSFYX vs FIQVX Comparison
Open Charts CSFYX vs FIQVX
Columbia Convertible Securities Inst3
Price$22.53
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
Fidelity Advisor Convertible Secs Z
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
CSFYX vs FIQVX Comparison Chart
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CSFYX vs. FIQVX commentary
May 25, 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: 1.74B vs. CSFYX (1.11B). FIQVX pays higher dividends than CSFYX: FIQVX (3.59) 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 is a more actively managed with annual turnover of: 108.00 vs. FIQVX (70.00). 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 : 10.59 vs. FIQVX (7.91). FIQVX return over 5 years is better than : 25.95 vs. CSFYX (10.32).
| 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 | 1.329 | 1.160 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.74B | 64% |
| Annual Yield % from dividends | 2.19 | 3.59 | 61% |
| Returns for 1 year | 10.59 | 7.91 | 134% |
| Returns for 3 years | 15.17 | 24.08 | 63% |
| Returns for 5 years | 10.32 | 25.95 | 40% |
| Returns for 10 years | 41.62 | N/A | - |
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