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FCCVX vs NCIAX
FCCVX vs NCIAX Comparison
Open Charts FCCVX vs NCIAX
Fidelity Advisor Convertible Secs C
Price$36.13
Change-$0.14 (-0.39%)
VolumeN/A
Net Assets1.94B
Columbia Convertible Securities Inst
Price$23.55
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.17B
FCCVX vs NCIAX Comparison Chart in %
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FCCVX vs. NCIAX 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 FCCVX is a Buy and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
FCCVX has more cash in the bank: 1.94B vs. NCIAX (1.17B). NCIAX (2.00) and FCCVX (1.93) have matching dividends . FCCVX was incepted earlier than NCIAX: FCCVX (16 years) vs NCIAX (26 years). FCCVX (1.76) is less costly to investors than NCIAX (0.90). NCIAX is a more actively managed with annual turnover of: 108.00 vs. FCCVX (70.00). FCCVX has a lower initial minimum investment than NCIAX: FCCVX (0) vs NCIAX (2000). NCIAX IRA initial investment is lower compared to FCCVX: NCIAX (1000) vs FCCVX (500). NCIAX annual gain was more profitable for investors over the last year : 19.19 vs. FCCVX (15.28). FCCVX return over 5 years is better than : 10.08 vs. NCIAX (2.71).
| FCCVX | NCIAX | FCCVX / NCIAX | |
| Total Expense Ratio | 1.76 | 0.83 | 212% |
| Annual Report Gross Expense Ratio | 1.76 | 0.90 | 196% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 7.935 | 9.489 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 1.94B | 1.17B | 166% |
| Annual Yield % from dividends | 1.93 | 2.00 | 96% |
| Returns for 1 year | 15.28 | 19.19 | 80% |
| Returns for 3 years | 22.02 | 26.86 | 82% |
| Returns for 5 years | 10.08 | 2.71 | 372% |
| Returns for 10 years | 34.95 | 60.27 | 58% |
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