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FCSZX vs FROTX
FCSZX vs FROTX Comparison
Open Charts FCSZX vs FROTX
Franklin Convertible Securities Adv
Price$22.31
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets2.67B
Franklin Convertible Securities C
Price$21.67
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets2.68B
FCSZX vs FROTX Comparison Chart
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FCSZX vs. FROTX commentary
Apr 27, 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 FCSZX is a Sell and FROTX is a Sell.
FUNDAMENTALS
Fundamentals
FROTX (2.68B) and FCSZX (2.67B) have equal amount of cash in the bank . FCSZX pays higher dividends than FROTX: FCSZX (1.55) vs FROTX (0.56). FCSZX was incepted earlier than FROTX: FCSZX (17 years) vs FROTX (30 years). FROTX (1.58) is less costly to investors than FCSZX (0.58). FCSZX (37.31) and FROTX (37.31) have comparable annual turnover. FROTX has a lower initial minimum investment than FCSZX: FROTX (1000) vs FCSZX (100000). FCSZX annual gain was more profitable for investors over the last year : 8.31 vs. FROTX (7.17). FCSZX return over 5 years is better than : 13.20 vs. FROTX (7.41).
| FCSZX | FROTX | FCSZX / FROTX | |
| Total Expense Ratio | 0.57 | 1.57 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.58 | 37% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | -3.031 | -3.335 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 2.67B | 2.68B | 100% |
| Annual Yield % from dividends | 1.55 | 0.56 | 277% |
| Returns for 1 year | 8.31 | 7.17 | 116% |
| Returns for 3 years | 6.03 | 2.84 | 212% |
| Returns for 5 years | 13.20 | 7.41 | 178% |
| Returns for 10 years | 38.71 | 25.91 | 149% |