Interact to see
Advertisement
Advertisement
CSFYX vs FIQVX
CSFYX vs FIQVX Comparison
Open Charts CSFYX vs FIQVX
Columbia Convertible Securities Inst3
Price$23.89
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets1.17B
Fidelity Advisor Convertible Secs Z
Price$36.51
Change+$0.25 (+0.69%)
VolumeN/A
Net Assets1.88B
CSFYX vs FIQVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSFYX vs. FIQVX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.88B vs. CSFYX (1.17B). FIQVX pays higher dividends than CSFYX: FIQVX (3.32) vs CSFYX (2.09). 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 : 16.22 vs. FIQVX (13.63). FIQVX return over 5 years is better than : 24.39 vs. CSFYX (9.47).
| 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 | 8.030 | 7.521 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.88B | 62% |
| Annual Yield % from dividends | 2.09 | 3.32 | 63% |
| Returns for 1 year | 16.22 | 13.63 | 119% |
| Returns for 3 years | 34.67 | 35.24 | 98% |
| Returns for 5 years | 9.47 | 24.39 | 39% |
| Returns for 10 years | 58.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement